World Investment Advisors’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	$1.03M	Buy	23,937 +351	+1%	+$15.1K	0.02%	512
2025 Q1	$971K	Sell	23,586 -1,105	-4%	-$45.5K	0.03%	517
2024 Q4	$1.07M	Buy	24,691 +10,205	+70%	+$443K	0.03%	455
2024 Q3	$620K	Buy	14,486 +2,355	+19%	+$101K	0.02%	534
2024 Q2	$471K	Buy	+12,131	New	+$471K	0.03%	417