Triad Financial Advisors’s Truist Financial TFC Stock Holding History

Triad Financial Advisors’s Portfolio TFC Stock Details TFC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$292K	Sell
2023 Q2	$313K	Sell
2023 Q1	$355K	Buy
2022 Q4	$442K	Sell
2022 Q3	$454K	Buy
2022 Q2	$488K	Sell
2022 Q1	$618K	Sell
2021 Q4	$641K	Buy