Kestra Investment Management’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	$264K	Buy	6,192 +5,096	+465%	+$217K	﹤0.01%	446
2025 Q1	$45.1K	Sell	1,096 -1,980	-64%	-$81.5K	﹤0.01%	480
2024 Q4	$133K	Buy	+3,076	New	+$133K	0.01%	405