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Mowery & Schoenfeld Wealth Management’s Truist Financial TFC Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.7K Hold
226
– – 0.01% 216
2025
Q1 		$9.28K Sell
226
-28
-11% -$1.15K 0.02% 270
2024
Q4 		$11K Buy
+254
New +$11K 0.02% 219