Truist Financial Corp equities shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $392k | 9.1k | 42.99 |
| 2025-03-31 | $375k | 9.1k | 41.15 |
| 2024-12-31 | $396k | 9.1k | 43.38 |
| 2024-09-30 | $444k | 10k | 42.77 |
| 2024-06-30 | $404k | 10k | 38.85 |
| 2024-03-31 | $410k | 11k | 38.98 |
| 2023-12-31 | $342k | 9.3k | 36.92 |
| 2023-09-30 | $299k | 11k | 28.61 |
| 2023-06-30 | $211k | 7.0k | 30.35 |
| 2023-03-31 | $249k | 7.3k | 34.10 |
| 2022-12-31 | $269k | 6.3k | 43.03 |
| 2022-09-30 | $281k | 6.5k | 43.49 |
| 2022-06-30 | $272k | 5.7k | 47.50 |
| 2022-03-31 | $200k | 3.5k | 56.67 |
| 2021-09-30 | $202k | 3.5k | 58.53 |
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