Pathstone Family Office’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.79M | Buy |
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|
2023
Q2 | $1.58M | Buy |
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|
2023
Q1 | $1.8M | Sell |
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|
2022
Q4 | $5.72M | Sell |
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|
2022
Q3 | $6.08M | Buy |
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|
2022
Q2 | $2.47M | Buy |
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|
2022
Q1 | $1.75M | Sell |
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|
2021
Q4 | $1.88M | Buy |
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|
2021
Q3 | $1.8M | Buy |
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|
2021
Q2 | $1.34M | Buy |
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|
2021
Q1 | $1.31M | Buy |
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|
2020
Q4 | $29K | Buy |
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|
2020
Q3 | $12K | Hold |
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|
2020
Q2 | $12K | Hold |
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|
2020
Q1 | $9K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $29K | Sell |
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|
2019
Q2 | $224K | Buy |
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|
2019
Q1 | $154K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $25K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $152K | Hold |
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|
2017
Q1 | $150K | Buy |
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