Quotient Wealth Partners’s Truist Financial TFC Stock Holding History

Quotient Wealth Partners’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$287K	Buy
2025 Q2	$266K	Sell
2025 Q1	$277K	Buy
2024 Q4	$283K	Sell
2024 Q3	$289K	Buy
2024 Q2	$235K	Sell
2024 Q1	$240K	Sell
2023 Q4	$368K	Buy