Sage Investment Counsel’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
$301K Buy
6,993
+1
+0% +$43 0.35% 79
2025
Q1
$288K Sell
6,992
-2,190
-24% -$90.1K 0.36% 83
2024
Q4
$398K Buy
+9,182
New +$398K 0.52% 59