PIS
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POM Investment Strategies’s Truist Financial TFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,394
Closed -$104K 359
2024
Q4
$104K Buy
2,394
+1,301
+119% +$56.4K 0.08% 55
2024
Q3
$46.8K Sell
1,093
-542
-33% -$23.2K 0.04% 72
2024
Q2
$63.5K Buy
1,635
+22
+1% +$855 0.05% 66
2024
Q1
$62.9K Sell
1,613
-128
-7% -$4.99K 0.05% 60
2023
Q4
$64.3K Buy
+1,741
New +$64.3K 0.06% 53