Truist Financial Corp equities shares owned by Heritage Trust
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 37k | 38.98 |
| 2023-12-31 | $1.4M | 37k | 36.92 |
| 2023-09-30 | $987k | 35k | 28.61 |
| 2023-06-30 | $1.1M | 36k | 30.35 |
| 2023-03-31 | $1.3M | 38k | 34.10 |
| 2022-12-31 | $1.8M | 43k | 43.03 |
| 2022-09-30 | $1.8M | 42k | 43.39 |
| 2022-06-30 | $2.0M | 42k | 47.52 |
| 2022-03-31 | $2.4M | 42k | 56.47 |
| 2021-12-31 | $2.4M | 42k | 58.54 |
| 2021-09-30 | $2.4M | 42k | 58.54 |
| 2021-06-30 | $2.3M | 41k | 55.30 |
| 2021-03-31 | $2.3M | 39k | 58.55 |
| 2020-12-31 | $1.9M | 39k | 47.86 |
| 2020-09-30 | $1.4M | 38k | 38.03 |
| 2020-06-30 | $1.5M | 39k | 37.68 |
| 2020-03-31 | $1.2M | 39k | 30.99 |
| 2019-12-31 | $2.5M | 44k | 56.37 |
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