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Heritage Oak Wealth Advisors’s Truist Financial TFC Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,552
Closed -$280K – 172
2024
Q3 		$280K Buy
+6,552
New +$280K 0.13% 112