KMG Fiduciary Partners’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	$2.15M	Buy	50,055 +2,416	+5%	+$104K	0.16%	130
2025 Q1	$1.96M	Buy	47,639 +8,254	+21%	+$340K	0.16%	132
2024 Q4	$1.71M	Buy	+39,385	New	+$1.71M	0.14%	137