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Truist Financial Corp equities shares owned by Fee-Only Financial Planning, L.C.

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Fee-Only Financial Planning, L.C. from 13F filings

Historical chart of Fee-Only Financial Planning, L.C. investment in Truist Financial Corp equities

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All positions including Truist Financial Corp equities held by Fee-Only Financial Planning, L.C. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Fee-Only Financial Planning, L.C.

Quarter filed Position value Share count Share price at filing
2024-03-31 $780k 20k 38.98
2023-12-31 $739k 20k 36.92
2023-09-30 $573k 20k 28.61
2023-06-30 $607k 20k 30.35
2023-03-31 $683k 20k 34.10
2022-12-31 $861k 20k 43.03