Cottonwood Capital Advisors’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,956
Closed -$224K 105
2022
Q1
$224K Hold
3,956
0.18% 90
2021
Q4
$232K Buy
+3,956
New +$232K 0.18% 89