WealthSource Partners’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-3,516
Closed -$206K 567
2021
Q3
$206K Buy
+3,516
New +$206K 0.02% 479
2020
Q1
Sell
-3,876
Closed -$218K 422
2019
Q4
$218K Buy
+3,876
New +$218K 0.03% 382