SWA

SFMG Wealth Advisors’s Truist Financial TFC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,892	Closed	-$221K	–	313
2022 Q1	$221K	Buy	3,892 +156	+4%	+$8.86K	0.02%	253
2021 Q4	$219K	Buy	+3,736	New	+$219K	0.02%	255