Pine Harbor Wealth Management’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$452K Hold
2025
Q1
$432K Hold
2024
Q4
$456K Sell
2024
Q3
$461K Buy
2024
Q2
$417K Sell
2024
Q1
$423K Hold
2023
Q4
$400K Buy