Legacy Advisors’s Truist Financial TFC Stock Holding History

Legacy 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 Q2	–	Sell
2025 Q1	$207K	Buy
2024 Q2	–	Sell
2024 Q1	$3.25M	Buy
2023 Q4	$3.07M	Buy
2023 Q3	$445K	Buy
2018 Q4	–	Sell
2018 Q3	$44K	Buy
2017 Q4	–	Sell
2017 Q3	$6K	Buy