Truist Financial Corp equities shares owned by ProVise Management Group
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $203k | 4.7k | 43.38 |
| 2024-09-30 | $203k | 4.7k | 42.77 |
| 2024-06-30 | $302k | 7.8k | 38.85 |
| 2024-03-31 | $1.2M | 31k | 38.98 |
| 2023-12-31 | $1.2M | 32k | 36.92 |
| 2023-09-30 | $932k | 33k | 28.61 |
| 2023-06-30 | $637k | 19k | 34.10 |
| 2023-03-31 | $637k | 19k | 34.10 |
| 2022-12-31 | $717k | 17k | 43.03 |
| 2022-09-30 | $609k | 14k | 43.53 |
| 2022-06-30 | $431k | 9.1k | 47.41 |
| 2022-03-31 | $350k | 6.2k | 56.77 |
| 2021-12-31 | $293k | 5.0k | 58.60 |
| 2021-09-30 | $316k | 5.4k | 58.56 |
| 2021-06-30 | $288k | 5.2k | 55.41 |
| 2021-03-31 | $308k | 5.3k | 58.39 |
| 2020-12-31 | $253k | 5.3k | 47.96 |
| 2020-06-30 | $456k | 12k | 37.58 |
| 2020-03-31 | $457k | 15k | 30.83 |
| 2019-12-31 | $819k | 15k | 56.29 |
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