Sagespring Wealth Partners’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	$937K	Buy	21,806 +3,946	+22%	+$170K	0.02%	297
2025 Q1	$735K	Buy	17,860 +4,378	+32%	+$180K	0.02%	301
2024 Q4	$585K	Buy	+13,482	New	+$585K	0.02%	313