Mission Creek Capital Partners’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-8,019
Closed -$296K 248
2023
Q4
$296K Sell
8,019
-1,623
-17% -$59.9K 0.08% 193
2023
Q3
$276K Sell
9,642
-198
-2% -$5.67K 0.09% 187
2023
Q2
$299K Sell
9,840
-2,665
-21% -$80.9K 0.1% 191
2023
Q1
$426K Sell
12,505
-7,738
-38% -$264K 0.15% 161
2022
Q4
$871K Sell
20,243
-986
-5% -$42.4K 0.31% 102
2022
Q3
$924K Sell
21,229
-300
-1% -$13.1K 0.35% 95
2022
Q2
$1.02M Sell
21,529
-481
-2% -$22.8K 0.34% 98
2022
Q1
$1.25M Sell
22,010
-1,048
-5% -$59.4K 0.33% 98
2021
Q4
$1.35M Sell
23,058
-356
-2% -$20.8K 0.27% 105
2021
Q3
$1.38M Sell
23,414
-520
-2% -$30.6K 0.26% 97
2021
Q2
$1.33M Sell
23,934
-638
-3% -$35.4K 0.21% 96
2021
Q1
$1.43M Sell
24,572
-358
-1% -$20.9K 0.21% 80
2020
Q4
$1.2M Sell
24,930
-368
-1% -$17.6K 0.37% 83
2020
Q3
$963K Sell
25,298
-803
-3% -$30.6K 0.38% 82
2020
Q2
$980K Sell
26,101
-160
-0.6% -$6.01K 0.51% 52
2020
Q1
$810K Sell
26,261
-793
-3% -$24.5K 0.44% 55
2019
Q4
$1.52M Buy
+27,054
New +$1.52M 0.7% 40