Sierra Ocean’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	$21.9K	Sell	508 -391	-43%	-$16.8K	0.02%	309
2025 Q1	$37K	Buy	899 +352	+64%	+$14.5K	0.03%	213
2024 Q4	$23.8K	Buy	+547	New	+$23.8K	0.02%	269