Truist Financial’s Clear Secure YOU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$419K Sell
2025
Q1
$404K Sell
2024
Q4
$509K Sell
2024
Q3
$729K Sell
2024
Q2
$544K Buy
2024
Q1
$606K Buy
2022
Q2
Sell
2022
Q1
$401K Buy
2021
Q4
$299K Buy