Mill Capital Management’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-7,386
Closed -$224K 127
2023
Q2
$224K Sell
7,386
-1,333
-15% -$40.5K 0.02% 111
2023
Q1
$297K Hold
8,719
0.03% 109
2022
Q4
$375K Sell
8,719
-257
-3% -$11.1K 0.04% 101
2022
Q3
$391K Sell
8,976
-258
-3% -$11.2K 0.05% 99
2022
Q2
$438K Buy
9,234
+2,630
+40% +$125K 0.05% 97
2022
Q1
$374K Sell
6,604
-460
-7% -$26.1K 0.04% 107
2021
Q4
$414K Buy
+7,064
New +$414K 0.04% 94