Northwest 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
2024
Q4
Sell
-929
Closed -$39.7K 495
2024
Q3
$39.7K Buy
+929
New +$39.7K 0.03% 252
2024
Q1
Sell
-909
Closed -$33.6K 482
2023
Q4
$33.6K Buy
+909
New +$33.6K 0.03% 251