Lyell Wealth Management’s Truist Financial TFC Stock Holding History

Lyell Wealth Management’s Portfolio TFC Stock Details TFC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$307K	Hold
2025 Q1	$294K	Buy
2022 Q3	–	Sell
2022 Q2	$206K	Buy
2022 Q1	$236K	Buy
2021 Q3	–	Sell
2021 Q2	$203K	Buy
2021 Q1	$203K	Buy
2020 Q1	–	Sell
2019 Q4	$219K	Buy