Truist Financial Corp equities shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $291k | 10k | 28.58 |
| 2023-06-30 | $357k | 12k | 30.35 |
| 2023-03-31 | $435k | 13k | 34.08 |
| 2022-12-31 | $522k | 12k | 43.06 |
| 2022-09-30 | $631k | 15k | 43.56 |
| 2022-06-30 | $633k | 13k | 47.43 |
| 2022-03-31 | $782k | 14k | 56.72 |
| 2021-12-31 | $673k | 12k | 58.55 |
| 2021-06-30 | $538k | 9.2k | 58.47 |
| 2021-03-31 | $537k | 9.2k | 58.36 |
| 2020-12-31 | $437k | 9.1k | 47.95 |
| 2020-09-30 | $345k | 9.1k | 38.01 |
| 2020-06-30 | $338k | 9.0k | 37.53 |
| 2020-03-31 | $292k | 9.5k | 30.87 |
| 2019-12-31 | $452k | 8.0k | 56.27 |
More positions owned by Lake Street Advisors Group
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