Northern Financial Advisors’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7,059	Closed	-$202K	–	122
2023 Q3	$202K	Sell	7,059 -28	-0.4%	-$801	0.18%	112
2023 Q2	$215K	Sell	7,087 -1,808	-20%	-$54.9K	0.19%	109
2023 Q1	$303K	Sell	8,895 -613	-6%	-$20.9K	0.29%	89
2022 Q4	$409K	Buy	+9,508	New	+$409K	0.46%	64