Pathstone Holdings’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
Q2
$7.07M Buy
2025
Q1
$6.7M Sell
2024
Q4
$7.19M Sell
2024
Q3
$7.14M Buy
2024
Q2
$6.45M Buy
2024
Q1
$6.37M Buy
2023
Q4
$5.64M Buy