J. Safra Sarasin Holding’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$770K	Sell	17,918 -22,827	-56%	-$981K	0.01%	321
2025 Q1	$1.68M	Buy	40,745 +3,964	+11%	+$163K	0.03%	240
2024 Q4	$1.6M	Sell	36,781 -4,768	-11%	-$207K	0.03%	249
2024 Q3	$1.78M	Sell	41,549 -1,301	-3%	-$55.6K	0.03%	230
2024 Q2	$1.66M	Buy	+42,850	New	+$1.66M	0.03%	244