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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

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Burns Wealth 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 Burns Wealth Management

Quarter filed Position value Share count Share price at filing
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