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