PFA
Pathway Financial Advisers’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
46,755
-205
| -0.4% | -$8.81K | 0.65% | 54 |
|
|
2025
Q1 | $1.93M | Sell |
46,960
-1,301
| -3% | -$53.5K | 0.66% | 55 |
|
|
2024
Q4 | $2.09M | Buy |
48,261
+86
| +0.2% | +$3.73K | 0.7% | 47 |
|
|
2024
Q3 | $2.06M | Buy |
48,175
+54
| +0.1% | +$2.31K | 0.93% | 39 |
|
|
2024
Q2 | $1.87M | Sell |
48,121
-38
| -0.1% | -$1.48K | 0.67% | 49 |
|
|
2024
Q1 | $1.88M | Buy |
48,159
+4,489
| +10% | +$175K | 0.68% | 52 |
|
|
2023
Q4 | $1.61M | Sell |
43,670
-2,228
| -5% | -$82.3K | 0.61% | 60 |
|
|
2023
Q3 | $1.31M | Buy |
+45,898
| New | +$1.31M | 0.54% | 64 |
|
|
2023
Q1 | $1.49M | Buy |
43,669
+4,131
| +10% | +$141K | 0.6% | 59 |
|
|
2022
Q4 | $1.7M | Buy |
+39,538
| New | +$1.7M | 0.69% | 53 |
|