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Truist Financial Corp equities shares owned by Selective Wealth Management

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Selective Wealth Management from 13F filings

Historical chart of Selective Wealth Management investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Selective Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Selective Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $360k 8.5k 42.13
2024-06-30 $333k 8.5k 38.91
2024-03-31 $320k 8.5k 37.50
2023-12-31 $270k 7.3k 36.97
2023-09-30 $219k 8.0k 27.17
2023-06-30 $271k 8.4k 32.19
2022-12-31 $403k 8.4k 47.92
2022-09-30 $860k 20k 43.53
2022-06-30 $936k 20k 47.45
2022-03-31 $1.1M 20k 56.68
2021-12-31 $1.2M 21k 58.54
2021-09-30 $1.2M 21k 58.65
2021-06-30 $1.2M 21k 55.52
2021-03-31 $1.2M 21k 58.33
2020-12-31 $716k 15k 47.95
2020-09-30 $500k 13k 38.07
2020-06-30 $506k 14k 37.53
2020-03-31 $114k 3.7k 30.82
2019-12-31 $179k 3.2k 56.31