Mather Group’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$743K Buy
2025
Q2
$271K Sell
2025
Q1
$266K Buy
2024
Q4
$237K Buy
2024
Q3
$232K Sell
2024
Q2
$328K Buy
2024
Q1
$132K Buy