LongView Wealth Management’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$221K Sell
2025
Q2
$213K Sell
2025
Q1
$205K Hold
2024
Q4
$216K Hold
2024
Q3
$213K Sell
2024
Q2
$207K Sell
2024
Q1
$213K Sell
2023
Q4
$260K Buy