Principia Wealth Advisory’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03K Buy
24
+9
+60% +$387 ﹤0.01% 559
2025
Q1
$570 Sell
15
-13
-46% -$494 ﹤0.01% 532
2024
Q4
$1.22K Buy
+28
New +$1.22K ﹤0.01% 324