Truist Financial Corp equities shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Truist Financial Corp equities
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All positions including Truist Financial Corp equities held by Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $966k | 25k | 38.98 |
2023-12-31 | $929k | 25k | 36.92 |
2023-09-30 | $795k | 28k | 28.61 |
2023-06-30 | $840k | 28k | 30.35 |
2023-03-31 | $902k | 26k | 34.10 |
2022-12-31 | $290k | 6.7k | 43.03 |
2022-09-30 | $295k | 6.8k | 43.50 |
2022-06-30 | $319k | 6.7k | 47.46 |
2022-03-31 | $353k | 6.2k | 56.72 |
2021-12-31 | $361k | 6.2k | 58.47 |
2021-09-30 | $453k | 7.7k | 58.65 |
2021-06-30 | $422k | 7.6k | 55.56 |
2021-03-31 | $422k | 7.2k | 58.26 |
2020-12-31 | $348k | 7.3k | 47.93 |
2020-09-30 | $289k | 7.6k | 38.07 |
2020-06-30 | $349k | 9.3k | 37.59 |
2020-03-31 | $280k | 9.1k | 30.85 |
2019-12-31 | $601k | 11k | 56.36 |
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