Northstar Advisory Group’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-38,039	Closed	-$1.65M	–	116
2024 Q4	$1.65M	Buy	38,039 +4,593	+14%	+$199K	0.84%	35
2024 Q3	$1.43M	Buy	+33,446	New	+$1.43M	0.74%	44