Orion Capital Management’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14.1K	Buy	328 +4	+1%	+$172	0.01%	334
2025 Q1	$13.3K	Buy	324 +109	+51%	+$4.48K	0.01%	339
2024 Q4	$9.33K	Buy	+215	New	+$9.33K	﹤0.01%	350
2023 Q4	–	Sell	-129	Closed	-$3.69K	–	515
2023 Q3	$3.69K	Buy	+129	New	+$3.69K	﹤0.01%	416