LifeWealth Investments’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	$495K	Buy	11,526 +546	+5%	+$23.5K	0.16%	110
2025 Q1	$452K	Buy	10,980 +3,657	+50%	+$150K	0.18%	105
2024 Q4	$318K	Buy	+7,323	New	+$318K	0.21%	105