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Primoris Wealth Advisors’s Truist Financial TFC Stock Holding History

Primoris Wealth Advisors’s Portfolio TFC Stock Details TFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4,419
Closed -$210K – 75
2022
Q2 		$210K Hold
4,419
– – 0.3% 67
2022
Q1 		$251K Hold
4,419
– – 0.23% 64
2021
Q4 		$259K Buy
+4,419
New +$259K 0.21% 71