Stonebridge Financial Group’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	$421K	Buy	9,802 +13	+0.1%	+$559	0.04%	170
2025 Q1	$403K	Sell	9,789 -425	-4%	-$17.5K	0.04%	158
2024 Q4	$443K	Buy	+10,214	New	+$443K	0.05%	157