Lloyd Advisory Services’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,471	Closed	-$220K	–	1038
2025 Q4	$220K	Sell	4,471 -179	-4%	-$8.24K	0.09%	110
2025 Q3	$213K	Buy	+4,650	New	+$210K	0.1%	93
2024 Q2	–	Sell	-24,480	Closed	-$954K	–	182
2024 Q1	$954K	Buy	24,480 +16,602	+211%	+$607K	0.2%	90
2023 Q4	$291K	Buy	+7,878	New	+$247K	0.14%	90
2022 Q3	–	Sell	-4,263	Closed	-$201K	–	71
2022 Q2	$201K	Buy	4,263 +1,805	+73%	+$89K	0.16%	64
2022 Q1	$139K	Buy	2,458 +29	+1%	+$1.79K	0.06%	127
2021 Q4	$142K	Buy	2,429 +55	+2%	+$3.36K	0.07%	114
2021 Q3	$139K	Buy	2,374 +951	+67%	+$53.1K	0.07%	108
2021 Q2	$79K	Buy	1,423 +89	+7%	+$5.23K	0.04%	132
2021 Q1	$78K	Buy	1,334 +1,055	+378%	+$57.8K	0.04%	113
2020 Q4	$13K	Sell	279 -66	-19%	-$2.99K	0.01%	190
2020 Q3	$13K	Buy	345 +227	+192%	+$8.55K	0.01%	172
2020 Q2	$4K	Buy	118 +6	+5%	+$216	﹤0.01%	236
2020 Q1	$3K	Hold	112	–	–	﹤0.01%	206
2019 Q4	$6K	Buy	+112	New	+$6.06K	0.01%	246