Truist Financial Corp equities shares owned by ForthRight Wealth Management
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by ForthRight Wealth Management
from 13F filings
Historical chart of ForthRight Wealth Management investment in Truist Financial Corp equities
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All positions including Truist Financial Corp equities held by ForthRight Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Truist Financial Corp equities by ForthRight Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $322k | 7.0k | 45.72 |
| 2025-06-30 | $327k | 7.6k | 42.99 |
| 2025-03-31 | $313k | 7.6k | 41.15 |
| 2024-12-31 | $339k | 7.8k | 43.38 |
| 2024-09-30 | $405k | 9.5k | 42.77 |
| 2024-06-30 | $362k | 9.3k | 38.85 |
| 2024-03-31 | $393k | 10k | 38.98 |
| 2023-12-31 | $372k | 10k | 36.92 |
| 2023-09-30 | $290k | 10k | 28.61 |
| 2023-06-30 | $306k | 10k | 30.35 |
| 2023-03-31 | $350k | 10k | 34.10 |
| 2022-12-31 | $429k | 10k | 43.03 |
| 2022-09-30 | $509k | 12k | 43.55 |
| 2022-06-30 | $605k | 13k | 47.41 |
| 2022-03-31 | $448k | 448 | 1000.00 |
| 2021-12-31 | $286k | 4.9k | 58.57 |
| 2021-09-30 | $292k | 5.0k | 58.65 |
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