Marietta Investment 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
$982K Sell
22,851
-14,887
-39% -$640K 0.22% 89
2025
Q1
$1.55M Sell
37,738
-340
-0.9% -$14K 0.37% 62
2024
Q4
$1.65M Buy
38,078
+16,333
+75% +$709K 0.36% 62
2024
Q3
$930K Buy
+21,745
New +$930K 0.2% 89