Truist Financial Corp equities shares owned by Oak Harbor Wealth Partners
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Oak Harbor Wealth Partners
from 13F filings
Historical chart of Oak Harbor Wealth Partners investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Oak Harbor Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 39k | 42.77 |
| 2024-06-30 | $1.5M | 39k | 38.85 |
| 2024-03-31 | $1.5M | 39k | 38.98 |
| 2023-12-31 | $1.5M | 40k | 36.92 |
| 2023-09-30 | $1.2M | 41k | 28.61 |
| 2023-06-30 | $1.3M | 44k | 30.35 |
| 2023-03-31 | $1.4M | 40k | 34.10 |
| 2022-12-31 | $1.7M | 40k | 43.03 |
| 2022-09-30 | $1.6M | 36k | 43.53 |
| 2022-06-30 | $1.6M | 35k | 47.44 |
| 2022-03-31 | $1.9M | 33k | 56.70 |
| 2021-12-31 | $2.0M | 34k | 58.55 |
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