San Luis Wealth Advisors’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
$1.51M Buy
35,174
+23,050
+190% +$991K 0.32% 51
2025
Q1
$499K Buy
+12,124
New +$499K 0.11% 90