Truist Financial Corp equities shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $659k | 15k | 42.77 |
| 2024-06-30 | $548k | 14k | 38.85 |
| 2024-03-31 | $443k | 11k | 38.98 |
| 2023-12-31 | $422k | 11k | 36.92 |
| 2023-09-30 | $354k | 12k | 28.61 |
| 2023-06-30 | $409k | 14k | 30.35 |
| 2023-03-31 | $467k | 14k | 34.10 |
| 2022-12-31 | $450k | 11k | 43.03 |
| 2022-09-30 | $460k | 11k | 43.50 |
| 2022-06-30 | $502k | 11k | 47.47 |
| 2022-03-31 | $611k | 11k | 56.68 |
| 2021-12-31 | $642k | 11k | 58.53 |
| 2021-09-30 | $1.0M | 17k | 58.67 |
| 2021-06-30 | $499k | 9.0k | 55.48 |
| 2021-03-31 | $525k | 9.0k | 58.37 |
| 2020-12-31 | $1.1M | 22k | 47.94 |
| 2020-09-30 | $444k | 12k | 38.03 |
| 2020-06-30 | $480k | 13k | 37.54 |
| 2020-03-31 | $233k | 7.6k | 30.80 |
| 2019-12-31 | $310k | 5.5k | 56.34 |
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