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Total Wealth Planning & Management’s Truist Financial TFC Stock Holding History

Total Wealth Planning & Management’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$358K Buy
8,336
+300
+4% +$12.9K 0.29% 120
2025
Q1 		$331K Hold
8,036
– – 0.31% 108
2024
Q4 		$349K Buy
+8,036
New +$349K 0.32% 98