WCG Wealth Advisors’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$751K Buy
2024
Q1
Sell
2023
Q4
$478K Sell
2023
Q3
$406K Buy
2023
Q2
Sell
2023
Q1
$1.14M Buy
2022
Q4
$1.4M Buy
2022
Q3
$1.34M Sell
2022
Q2
$1.48M Buy