Keynote Financial Services’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	$204K	Sell	4,740 -463	-9%	-$19.9K	0.14%	149
2025 Q1	$214K	Hold	5,203	–	–	0.15%	140
2024 Q4	$226K	Hold	5,203	–	–	0.17%	129
2024 Q3	$223K	Hold	5,203	–	–	0.17%	131
2024 Q2	$202K	Buy	+5,203	New	+$202K	0.17%	132