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Truist Financial Corp equities shares owned by Coastal Investment Advisors

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Coastal Investment Advisors from 13F filings

Historical chart of Coastal Investment Advisors investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $275k 7.4k 36.92
2023-09-30 $270k 8.9k 30.35
2023-06-30 $270k 8.9k 30.35
2023-03-31 $338k 9.9k 34.10
2022-12-31 $438k 10k 43.03
2022-09-30 $492k 11k 43.54
2022-06-30 $541k 11k 48.19
2022-03-31 $602k 11k 56.73
2021-12-31 $647k 11k 58.50
2021-09-30 $657k 11k 58.63
2021-06-30 $603k 11k 55.50
2021-03-31 $632k 11k 58.28
2020-12-31 $490k 10k 47.89
2020-09-30 $394k 10k 38.06