Marshall & Sterling Wealth Advisors’s Truist Financial TFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$49.2K Sell
1,144
-223
-16% -$9.59K 0.03% 165
2025
Q1
$56.3K Buy
+1,367
New +$56.3K 0.04% 139