WealthShield Partners’s Truist Financial TFC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.13M	Sell	26,260 -64	-0.2%	-$2.75K	0.14%	163
2025 Q1	$1.08M	Buy	26,324 +715	+3%	+$29.4K	0.14%	154
2024 Q4	$1.11M	Sell	25,609 -1,131	-4%	-$49.1K	0.16%	140
2024 Q3	$1.14M	Hold	26,740	–	–	0.15%	141
2024 Q2	$1.04M	Sell	26,740 -3,911	-13%	-$152K	0.16%	143
2024 Q1	$1.19M	Sell	30,651 -196	-0.6%	-$7.64K	0.19%	129
2023 Q4	$1.14M	Buy	30,847 +36	+0.1%	+$1.33K	0.19%	131
2023 Q3	$882K	Buy	30,811 +23,442	+318%	+$671K	0.13%	158
2023 Q2	$224K	Buy	+7,369	New	+$224K	0.03%	281
2022 Q4	–	Sell	-6,145	Closed	-$268K	–	308
2022 Q3	$268K	Sell	6,145 -170	-3%	-$7.41K	0.05%	255
2022 Q2	$300K	Sell	6,315 -94	-1%	-$4.47K	0.06%	249
2022 Q1	$363K	Sell	6,409 -24,541	-79%	-$1.39M	0.06%	266
2021 Q4	$1.81M	Buy	30,950 +163	+0.5%	+$9.54K	0.3%	72
2021 Q3	$1.81M	Sell	30,787 -519	-2%	-$30.4K	0.48%	53
2021 Q2	$1.74M	Sell	31,306 -88	-0.3%	-$4.89K	0.27%	73
2021 Q1	$1.83M	Sell	31,394 -7,147	-19%	-$417K	0.33%	73
2020 Q4	$1.85M	Buy	38,541 +4,767	+14%	+$229K	0.34%	67
2020 Q3	$1.29M	Sell	33,774 -367	-1%	-$14K	0.45%	60
2020 Q2	$1.28M	Buy	34,141 +225	+0.7%	+$8.45K	0.59%	42
2020 Q1	$1.05M	Buy	33,916 +231	+0.7%	+$7.12K	0.64%	35
2019 Q4	$1.9M	Buy	33,685 +8,489	+34%	+$478K	0.92%	25
2019 Q3	$1.35M	Hold	25,196	–	–	0.71%	27
2019 Q2	$1.24M	Hold	25,196	–	–	0.72%	27
2019 Q1	$1.17M	Hold	25,196	–	–	0.66%	31
2018 Q4	$1.09M	Buy	25,196 +1,014	+4%	+$43.9K	0.74%	27
2018 Q3	$1.17M	Sell	24,182 -930	-4%	-$45.2K	0.67%	29
2018 Q2	$1.25M	Buy	25,112 +930	+4%	+$46.2K	0.76%	25
2018 Q1	$1.26M	Sell	24,182 -1,110	-4%	-$57.7K	0.8%	25
2017 Q4	$1.26M	Buy	+25,292	New	+$1.26M	0.77%	28