Kingswood Wealth Advisors’s Truist Financial TFC Stock Holding History

Kingswood Wealth Advisors’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	$729K	Sell
2025 Q2	$696K	Buy
2025 Q1	$651K	Buy
2024 Q4	$633K	Sell
2024 Q3	$708K	Sell
2024 Q2	$799K	Buy
2024 Q1	$466K	Sell
2023 Q4	$445K	Buy