Lyell Wealth Management’s Truist Financial TFC Stock Holding History

Lyell Wealth Management’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	$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