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Sierra Summit Advisors’s Truist Financial TFC Stock Holding History

Sierra Summit Advisors’s Portfolio TFC Stock Details TFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-30,159
Closed -$1.24M – 212
2025
Q1 		$1.24M Buy
30,159
+1,755
+6% +$72.2K 0.27% 65
2024
Q4 		$1.23M Buy
+28,404
New +$1.23M 0.25% 60