West Branch Capital’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
$301 Hold
7
﹤0.01% 439
2025
Q1
$289 Hold
7
﹤0.01% 461
2024
Q4
$304 Hold
7
﹤0.01% 456
2024
Q3
$300 Buy
+7
New +$300 ﹤0.01% 440