Houlihan Financial Resource Group’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$210K Hold
2025
Q1
$200K Hold
2024
Q4
$211K Hold
2024
Q3
$208K Buy
2020
Q3
$207K Buy
2020
Q1
Sell
2019
Q4
$253K Buy