Truist Financial Corp equities shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $217k | 5.6k | 38.98 |
| 2023-12-31 | $265k | 7.2k | 36.92 |
| 2023-09-30 | $158k | 5.5k | 28.61 |
| 2023-06-30 | $167k | 5.5k | 30.35 |
| 2023-03-31 | $211k | 6.2k | 34.10 |
| 2022-12-31 | $268k | 6.2k | 43.03 |
| 2022-09-30 | $528k | 12k | 43.61 |
| 2022-06-30 | $482k | 10k | 47.45 |
| 2022-03-31 | $571k | 10k | 56.68 |
| 2021-12-31 | $589k | 10k | 58.52 |
| 2021-09-30 | $590k | 10k | 58.67 |
| 2021-06-30 | $563k | 10k | 55.50 |
| 2021-03-31 | $568k | 9.7k | 58.32 |
| 2020-12-31 | $467k | 9.7k | 47.98 |
| 2020-09-30 | $373k | 9.9k | 37.68 |
| 2020-06-30 | $370k | 9.9k | 37.55 |
| 2020-03-31 | $303k | 9.8k | 30.89 |
| 2019-12-31 | $557k | 9.9k | 56.31 |
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