Simplicity Wealth’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	$627K	Buy	+14,594	New	+$627K	0.03%	410
2024 Q3	–	Sell	-34,678	Closed	-$1.35M	–	1126
2024 Q2	$1.35M	Buy	34,678 +980	+3%	+$38.1K	0.03%	441
2024 Q1	$1.31M	Buy	+33,698	New	+$1.31M	0.03%	451