Planning Solutions Group’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
$3.91M Buy
79,474
+1,330
+2% +$65.4K 2.01% 10
2019
Q1
$3.64M Buy
78,144
+146
+0.2% +$6.79K 1.95% 11
2018
Q4
$3.38M Buy
+77,998
New +$3.38M 2.06% 11