Wealth Alliance Advisory Group’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$543K	Hold	12,624	–	–	0.1%	105
2025 Q1	$519K	Sell	12,624 -387	-3%	-$15.9K	0.11%	111
2024 Q4	$564K	Hold	13,011	–	–	0.12%	100
2024 Q3	$556K	Hold	13,011	–	–	0.12%	105
2024 Q2	$505K	Hold	13,011	–	–	0.11%	102
2024 Q1	$507K	Buy	13,011 +387	+3%	+$15.1K	0.12%	107
2023 Q4	$466K	Sell	12,624 -286	-2%	-$10.6K	0.12%	105
2023 Q3	$369K	Hold	12,910	–	–	0.11%	113
2023 Q2	$392K	Sell	12,910 -987	-7%	-$30K	0.14%	105
2023 Q1	$474K	Buy	13,897 +60	+0.4%	+$2.05K	0.18%	92
2022 Q4	$595K	Sell	13,837 -94	-0.7%	-$4.05K	0.23%	69
2022 Q3	$607K	Sell	13,931 -64	-0.5%	-$2.79K	0.27%	58
2022 Q2	$664K	Buy	13,995 +167	+1%	+$7.92K	0.31%	56
2022 Q1	$784K	Buy	13,828 +55	+0.4%	+$3.12K	0.34%	55
2021 Q4	$806K	Buy	13,773 +96	+0.7%	+$5.62K	0.35%	51
2021 Q3	$802K	Buy	13,677 +70	+0.5%	+$4.11K	0.39%	46
2021 Q2	$755K	Sell	13,607 -100	-0.7%	-$5.55K	0.37%	52
2021 Q1	$799K	Buy	13,707 +164	+1%	+$9.56K	0.41%	45
2020 Q4	$649K	Sell	13,543 -35	-0.3%	-$1.68K	0.35%	52
2020 Q3	$517K	Buy	13,578 +10	+0.1%	+$381	0.31%	53
2020 Q2	$509K	Hold	13,568	–	–	0.31%	52
2020 Q1	$418K	Sell	13,568 -2,656	-16%	-$81.8K	0.32%	58
2019 Q4	$914K	Hold	16,224	–	–	0.52%	35
2019 Q3	$844K	Sell	16,224 -2,846	-15%	-$148K	0.52%	36
2019 Q2	$953K	Sell	19,070 -3,168	-14%	-$158K	0.59%	33
2019 Q1	$1.11M	Hold	22,238	–	–	0.71%	31
2018 Q4	$963K	Hold	22,238	–	–	0.72%	32
2018 Q3	$1.08M	Hold	22,238	–	–	0.55%	40
2018 Q2	$1.12M	Hold	22,238	–	–	0.62%	34
2018 Q1	$1.16M	Hold	22,238	–	–	0.67%	33
2017 Q4	$1.11M	Buy	+22,238	New	+$1.11M	0.99%	28