Catalyst Financial Partners’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	–	Sell	-7,278	Closed	-$299K	–	315
2025 Q1	$299K	Buy	7,278 +432	+6%	+$17.8K	0.06%	218
2024 Q4	$297K	Buy	6,846 +29	+0.4%	+$1.26K	0.06%	212
2024 Q3	$292K	Buy	6,817 +332	+5%	+$14.2K	0.06%	205
2024 Q2	$252K	Buy	+6,485	New	+$252K	0.06%	210