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

Pine Harbor Wealth Management’s Portfolio TFC Stock Details TFC Fund Activity

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