Truist Financial Corp equities shares owned by Cassia Capital Partners
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Cassia Capital Partners
from 13F filings
Historical chart of Cassia Capital Partners investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Cassia Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $313k | 7.3k | 42.77 |
| 2024-06-30 | $284k | 7.3k | 38.85 |
| 2024-03-31 | $568k | 15k | 38.98 |
| 2023-12-31 | $538k | 15k | 36.92 |
| 2023-09-30 | $550k | 19k | 28.61 |
| 2023-06-30 | $584k | 19k | 30.35 |
| 2023-03-31 | $656k | 19k | 34.10 |
| 2022-12-31 | $829k | 19k | 43.03 |
| 2022-09-30 | $493k | 11k | 43.56 |
| 2022-06-30 | $441k | 9.3k | 47.43 |
| 2022-03-31 | $502k | 8.8k | 56.75 |
| 2021-12-31 | $540k | 9.2k | 58.58 |
| 2020-12-31 | $360k | 7.5k | 47.93 |
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