Truist Financial Corp equities shares owned by Halpern Financial
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $31k | 742 | 41.77 |
| 2024-06-30 | $29k | 742 | 38.85 |
| 2024-03-31 | $28k | 742 | 37.95 |
| 2023-12-31 | $27k | 742 | 36.51 |
| 2023-09-30 | $21k | 742 | 28.61 |
| 2023-06-30 | $44k | 1.4k | 30.35 |
| 2023-03-31 | $49k | 1.4k | 34.10 |
| 2022-12-31 | $66k | 1.5k | 43.03 |
| 2022-09-30 | $67k | 1.5k | 43.54 |
| 2022-06-30 | $73k | 1.5k | 47.43 |
| 2022-03-31 | $87k | 1.5k | 56.70 |
| 2021-12-31 | $90k | 1.5k | 58.55 |
| 2021-09-30 | $101k | 1.7k | 58.65 |
| 2021-06-30 | $115k | 2.1k | 55.50 |
| 2021-03-31 | $55k | 935 | 58.32 |
| 2020-12-31 | $44k | 915 | 47.93 |
| 2020-09-30 | $35k | 915 | 38.05 |
| 2020-06-30 | $34k | 915 | 37.55 |
| 2020-03-31 | $23k | 742 | 30.84 |
| 2019-12-31 | $42k | 742 | 56.32 |
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