Premier Path Wealth Partners’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 | $536K | Sell |
12,477
-2,246
| -15% | -$96.6K | 0.07% | 239 |
|
|
2025
Q1 | $606K | Buy |
14,723
+690
| +5% | +$28.4K | 0.09% | 213 |
|
|
2024
Q4 | $609K | Buy |
14,033
+126
| +0.9% | +$5.47K | 0.09% | 209 |
|
|
2024
Q3 | $595K | Buy |
13,907
+38
| +0.3% | +$1.63K | 0.09% | 212 |
|
|
2024
Q2 | $539K | Buy |
13,869
+2,038
| +17% | +$79.2K | 0.09% | 214 |
|
|
2024
Q1 | $461K | Buy |
11,831
+779
| +7% | +$30.4K | 0.09% | 219 |
|
|
2023
Q4 | $408K | Buy |
+11,052
| New | +$408K | 0.09% | 214 |
|