PDS Planning’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	$285K	Buy	+6,620	New	+$285K	0.02%	371
2025 Q1	–	Sell	-4,627	Closed	-$201K	–	489
2024 Q4	$201K	Sell	4,627 -945	-17%	-$41K	0.02%	403
2024 Q3	$238K	Buy	+5,572	New	+$238K	0.02%	367