Truist Financial Corp equities shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith Wealth Management investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $772k | 18k | 42.77 |
| 2024-06-30 | $703k | 18k | 38.85 |
| 2024-03-31 | $708k | 18k | 38.98 |
| 2023-12-31 | $664k | 18k | 36.92 |
| 2023-09-30 | $651k | 23k | 28.61 |
| 2023-06-30 | $737k | 24k | 30.35 |
| 2023-03-31 | $833k | 34 | 24511.53 |
| 2022-12-31 | $922k | 21k | 43.03 |
| 2022-09-30 | $936k | 22k | 43.55 |
| 2022-06-30 | $926k | 20k | 47.40 |
| 2022-03-31 | $1.1M | 20k | 56.72 |
| 2021-12-31 | $1.2M | 20k | 58.53 |
| 2021-09-30 | $1.2M | 20k | 58.66 |
| 2021-06-30 | $1.1M | 19k | 55.48 |
| 2021-03-31 | $1.1M | 19k | 58.35 |
| 2020-12-31 | $1.1M | 22k | 47.92 |
| 2020-09-30 | $842k | 22k | 38.03 |
| 2020-06-30 | $881k | 24k | 37.54 |
| 2020-03-31 | $570k | 19k | 30.83 |
| 2019-12-31 | $5.6M | 99k | 56.32 |
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