PWM
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Pines Wealth Management’s Truist Financial TFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$730K Sell
16,019
-281
-2% -$12.8K 0.26% 94
2025
Q1
$569K Sell
16,300
-478
-3% -$16.7K 0.26% 96
2024
Q4
$718K Buy
+16,778
New +$718K 0.31% 79