Transform Wealth’s Truist Financial TFC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9,088	Closed	-$391K	–	263
2022 Q4	$391K	Sell	9,088 -24,120	-73%	-$1.04M	0.04%	163
2022 Q3	$1.45M	Sell	33,208 -1,534	-4%	-$66.8K	0.19%	85
2022 Q2	$1.65M	Sell	34,742 -1,523	-4%	-$72.2K	0.25%	80
2022 Q1	$2.06M	Buy	36,265 +2,803	+8%	+$159K	0.23%	89
2021 Q4	$1.96M	Buy	33,462 +31	+0.1%	+$1.82K	0.2%	85
2021 Q3	$1.96M	Sell	33,431 -745	-2%	-$43.7K	0.22%	90
2021 Q2	$1.9M	Buy	34,176 +24,227	+244%	+$1.34M	0.23%	97
2021 Q1	$580K	Sell	9,949 -363	-4%	-$21.2K	0.12%	142
2020 Q4	$494K	Sell	10,312 -24,789	-71%	-$1.19M	0.1%	149
2020 Q3	$1.34M	Sell	35,101 -57	-0.2%	-$2.17K	0.22%	92
2020 Q2	$1.32M	Sell	35,158 -590	-2%	-$22.2K	0.23%	90
2020 Q1	$1.1M	Sell	35,748 -27	-0.1%	-$832	0.24%	99
2019 Q4	$2.02M	Buy	35,775 +1,317	+4%	+$74.2K	0.32%	94
2019 Q3	$1.84M	Sell	34,458 -49,980	-59%	-$2.67M	0.33%	93
2019 Q2	$4.15M	Sell	84,438 -764	-0.9%	-$37.5K	0.61%	64
2019 Q1	$3.96M	Sell	85,202 -388	-0.5%	-$18.1K	0.74%	56
2018 Q4	$3.71M	Buy	85,590 +2,749	+3%	+$119K	0.76%	56
2018 Q3	$4.02M	Buy	82,841 +4,111	+5%	+$200K	0.7%	59
2018 Q2	$3.97M	Buy	78,730 +5,359	+7%	+$270K	0.72%	53
2018 Q1	$3.82M	Buy	73,371 +908	+1%	+$47.3K	0.73%	49
2017 Q4	$3.6M	Buy	72,463 +4,355	+6%	+$217K	0.66%	51
2017 Q3	$3.2M	Buy	68,108 +523	+0.8%	+$24.6K	1.12%	19
2017 Q2	$3.07M	Buy	67,585 +2,185	+3%	+$99.2K	3.46%	3
2017 Q1	$2.92M	Sell	65,400 -142	-0.2%	-$6.35K	1.09%	18
2016 Q4	$3.08M	Buy	65,542 +4,426	+7%	+$208K	1.22%	10
2016 Q3	$2.31M	Buy	61,116 +976	+2%	+$36.8K	0.99%	20
2016 Q2	$2.14M	Buy	+60,140	New	+$2.14M	0.9%	22