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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.75M	Sell	146,788 -195	-0.1%	-$9.64K	0.85%	40
2025 Q4	$7.23M	Sell	146,983 -599	-0.4%	-$27.6K	0.9%	38
2025 Q3	$6.75M	Buy	147,582 +6,935	+5%	+$313K	0.87%	40
2025 Q2	$6.05M	Sell	140,647 -2,273	-2%	-$88.9K	0.87%	40
2025 Q1	$5.88M	Buy	142,920 +404	+0.3%	+$18K	0.9%	39
2024 Q4	$6.18M	Buy	142,516 +7,964	+6%	+$355K	0.91%	37
2024 Q3	$5.75M	Buy	134,552 +6,412	+5%	+$271K	0.88%	37
2024 Q2	$4.98M	Buy	128,140 +232	+0.2%	+$8.76K	0.83%	39
2024 Q1	$4.99M	Buy	127,908 +5,283	+4%	+$193K	0.84%	38
2023 Q4	$4.53M	Buy	122,625 +509	+0.4%	+$16K	0.85%	39
2023 Q3	$3.49M	Buy	+122,116	New	+$3.76M	0.72%	46