Truist Financial Corp equities shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $555k | 13k | 43.38 |
| 2024-09-30 | $515k | 12k | 42.77 |
| 2024-06-30 | $465k | 12k | 38.85 |
| 2024-03-31 | $482k | 12k | 38.98 |
| 2023-09-30 | $344k | 12k | 28.61 |
| 2023-06-30 | $378k | 12k | 30.35 |
| 2023-03-31 | $418k | 12k | 34.10 |
| 2022-12-31 | $556k | 13k | 43.03 |
| 2022-09-30 | $540k | 12k | 43.53 |
| 2022-06-30 | $593k | 13k | 47.41 |
| 2022-03-31 | $701k | 12k | 56.71 |
| 2021-12-31 | $1.0M | 18k | 58.53 |
| 2021-09-30 | $800k | 14k | 58.68 |
| 2021-06-30 | $701k | 13k | 55.48 |
| 2021-03-31 | $1.0M | 18k | 58.32 |
| 2020-12-31 | $1.2M | 26k | 47.93 |
| 2020-09-30 | $6.1M | 161k | 38.05 |
| 2020-06-30 | $4.9M | 131k | 37.55 |
| 2020-03-31 | $3.0M | 96k | 30.84 |
| 2019-12-31 | $5.4M | 97k | 56.32 |
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