SteelPeak Wealth’s Truist Financial TFC Stock Holding History

SteelPeak Wealth’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.73M	Buy
2025 Q2	$4.54M	Buy
2025 Q1	$3.7M	Buy
2024 Q4	$3.4M	Sell
2024 Q3	$4.07M	Sell
2024 Q2	$4.2M	Sell
2024 Q1	$8.75M	Buy
2023 Q4	$7.98M	Buy
2023 Q3	$325K	Buy