PFA
Pathway Financial Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,059
| Closed | -$496K | – | 171 |
|
|
2025
Q1 | $496K | Sell |
12,059
-65
| -0.5% | -$2.68K | 0.09% | 92 |
|
|
2024
Q4 | $526K | Buy |
12,124
+260
| +2% | +$11.3K | 0.12% | 93 |
|
|
2024
Q3 | $507K | Hold |
11,864
| – | – | 0.13% | 91 |
|
|
2024
Q2 | $461K | Hold |
11,864
| – | – | 0.12% | 94 |
|
|
2024
Q1 | $462K | Hold |
11,864
| – | – | 0.13% | 94 |
|
|
2023
Q4 | $438K | Sell |
11,864
-188
| -2% | -$6.94K | 0.13% | 92 |
|
|
2023
Q3 | $345K | Buy |
12,052
+188
| +2% | +$5.38K | 0.12% | 89 |
|
|
2023
Q2 | $360K | Hold |
11,864
| – | – | 0.12% | 87 |
|
|
2023
Q1 | $405K | Hold |
11,864
| – | – | 0.14% | 77 |
|
|
2022
Q4 | $511K | Hold |
11,864
| – | – | 0.16% | 63 |
|
|
2022
Q3 | $517K | Hold |
11,864
| – | – | 0.18% | 60 |
|
|
2022
Q2 | $563K | Hold |
11,864
| – | – | 0.23% | 56 |
|
|
2022
Q1 | $673K | Hold |
11,864
| – | – | 0.25% | 50 |
|
|
2021
Q4 | $745K | Buy |
+11,864
| New | +$745K | 0.27% | 48 |
|
|
2021
Q1 | $715K | Hold |
11,864
| – | – | 0.28% | 43 |
|
|
2020
Q4 | $676K | Hold |
11,864
| – | – | 0.28% | 42 |
|
|
2020
Q3 | $460K | Sell |
11,864
-424
| -3% | -$16.4K | 0.18% | 53 |
|
|
2020
Q2 | $461K | Hold |
12,288
| – | – | 0.14% | 49 |
|
|
2020
Q1 | $334K | Hold |
12,288
| – | – | 0.11% | 59 |
|
|
2019
Q4 | $692K | Buy |
+12,288
| New | +$692K | 0.2% | 49 |
|