Private Wealth Management Group’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$56.5K Hold
2025
Q2
$53.1K Buy
2025
Q1
$50.5K Hold
2024
Q4
$53.2K Sell
2024
Q3
$52.7K Buy
2024
Q2
$47.7K Hold
2024
Q1
$47.8K Sell
2023
Q4
$45.4K Buy