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Truist Financial Corp equities shares owned by Wellington Shields Capital Management

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Wellington Shields Capital Management from 13F filings

Historical chart of Wellington Shields Capital Management investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Wellington Shields Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Wellington Shields Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 80k 36.92
2023-09-30 $1.6M 55k 28.61
2023-03-31 $68k 2.0k 34.10
2022-12-31 $38k 875 43.03
2022-09-30 $38k 875 43.43
2022-06-30 $42k 875 48.00
2022-03-31 $50k 875 57.14
2021-12-31 $584k 10k 58.55
2021-09-30 $425k 7.3k 58.62
2021-06-30 $402k 7.3k 55.45
2021-03-31 $423k 7.3k 58.34
2020-12-31 $347k 7.3k 47.86
2020-09-30 $283k 7.5k 37.99
2020-06-30 $1.0M 27k 37.55
2020-03-31 $821k 27k 30.83
2019-12-31 $1.5M 26k 56.33