Roxbury Financial’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	$402K	Sell	9,348 -467	-5%	-$20.1K	0.39%	58
2025 Q1	$455K	Sell	9,815 -143	-1%	-$6.63K	0.45%	55
2024 Q4	$475K	Buy	+9,958	New	+$475K	0.46%	54