Jamison Private Wealth Management’s Truist Financial TFC Stock Holding History

Jamison Private Wealth Management’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.75M	Buy
2025 Q2	$6.05M	Sell
2025 Q1	$5.88M	Buy
2024 Q4	$6.18M	Buy
2024 Q3	$5.75M	Buy
2024 Q2	$4.98M	Buy
2024 Q1	$4.99M	Buy
2023 Q4	$4.53M	Buy
2023 Q3	$3.49M	Buy