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Whipplewood Advisors’s Truist Financial TFC Stock Holding History

Whipplewood Advisors’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$290K Sell
6,740
-375
-5% -$16.1K 0.16% 131
2025
Q1 		$291K Sell
7,115
-336
-5% -$13.7K 0.17% 122
2024
Q4 		$323K Buy
+7,451
New +$323K 0.18% 114