Journey Strategic Wealth’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
$285K Buy
6,624
+1,362
+26% +$58.6K 0.01% 458
2025
Q1
$217K Buy
5,262
+157
+3% +$6.46K 0.01% 446
2024
Q4
$221K Buy
+5,105
New +$221K 0.01% 434