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Lantern Wealth Advisors’s Truist Financial TFC Stock Holding History

Lantern Wealth Advisors’s Portfolio TFC Stock Details TFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$237K Buy
5,473
+412
+8% +$17.9K 0.15% 122
2024
Q3 		$216K Sell
5,061
-750
-13% -$32.1K 0.15% 119
2024
Q2 		$226K Buy
+5,811
New +$226K 0.16% 117