Prevail Innovative Wealth Advisors’s Truist Financial TFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
23,715
+5,412
+30% +$233K 0.23% 130
2025
Q1
$753K Buy
18,303
+11,305
+162% +$465K 0.2% 123
2024
Q4
$304K Buy
+6,998
New +$304K 0.09% 141