Pathstone Holdings’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 | $7.07M | Buy |
164,510
+1,670
| +1% | +$71.8K | 0.03% | 428 |
|
|
2025
Q1 | $6.7M | Sell |
162,840
-2,996
| -2% | -$123K | 0.03% | 457 |
|
|
2024
Q4 | $7.19M | Sell |
165,836
-991
| -0.6% | -$43K | 0.03% | 424 |
|
|
2024
Q3 | $7.14M | Buy |
166,827
+890
| +0.5% | +$38.1K | 0.03% | 434 |
|
|
2024
Q2 | $6.45M | Buy |
165,937
+2,514
| +2% | +$97.7K | 0.03% | 446 |
|
|
2024
Q1 | $6.37M | Buy |
163,423
+10,697
| +7% | +$417K | 0.03% | 435 |
|
|
2023
Q4 | $5.64M | Buy |
+152,726
| New | +$5.64M | 0.03% | 402 |
|