Fourpath Capital Management’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 | $676K | Sell |
15,715
-527
| -3% | -$22.7K | 0.11% | 118 |
|
2025
Q1 | $668K | Sell |
16,242
-19
| -0.1% | -$782 | 0.12% | 111 |
|
2024
Q4 | $705K | Sell |
16,261
-478
| -3% | -$20.7K | 0.13% | 108 |
|
2024
Q3 | $716K | Buy |
16,739
+642
| +4% | +$27.5K | 0.13% | 111 |
|
2024
Q2 | $625K | Sell |
16,097
-615
| -4% | -$23.9K | 0.46% | 53 |
|
2024
Q1 | $651K | Sell |
16,712
-337
| -2% | -$13.1K | 0.45% | 53 |
|
2023
Q4 | $629K | Sell |
17,049
-872
| -5% | -$32.2K | 0.43% | 49 |
|
2023
Q3 | $513K | Sell |
17,921
-26
| -0.1% | -$744 | 0.38% | 62 |
|
2023
Q2 | $545K | Sell |
17,947
-236
| -1% | -$7.16K | 0.66% | 47 |
|
2023
Q1 | $620K | Buy |
18,183
+3,789
| +26% | +$129K | 0.43% | 58 |
|
2022
Q4 | $619K | Hold |
14,394
| – | – | 0.45% | 58 |
|
2022
Q3 | $627K | Hold |
14,394
| – | – | 0.43% | 55 |
|
2022
Q2 | $683K | Buy |
14,394
+5,856
| +69% | +$278K | 0.42% | 55 |
|
2022
Q1 | $484K | Hold |
8,538
| – | – | 0.19% | 88 |
|
2021
Q4 | $500K | Buy |
+8,538
| New | +$500K | 0.19% | 90 |
|