Paragon Private Wealth 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
$424K Buy
9,870
+2,604
+36% +$112K 0.17% 137
2025
Q1
$299K Buy
+7,266
New +$299K 0.14% 150