Truist Financial Corp equities shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $356k | 9.1k | 38.98 |
| 2023-12-31 | $394k | 11k | 36.92 |
| 2023-09-30 | $681k | 24k | 28.61 |
| 2023-06-30 | $715k | 24k | 30.35 |
| 2023-03-31 | $720k | 21k | 34.10 |
| 2022-12-31 | $907k | 21k | 43.03 |
| 2022-09-30 | $914k | 21k | 43.56 |
| 2022-06-30 | $979k | 21k | 47.43 |
| 2022-03-31 | $1.0M | 19k | 56.69 |
| 2021-12-31 | $1.1M | 19k | 58.62 |
| 2021-09-30 | $1.0M | 18k | 58.67 |
| 2021-06-30 | $939k | 17k | 55.50 |
| 2021-03-31 | $940k | 16k | 58.29 |
| 2020-12-31 | $727k | 15k | 47.98 |
| 2020-09-30 | $510k | 14k | 37.55 |
| 2020-06-30 | $510k | 14k | 37.55 |
| 2020-03-31 | $438k | 14k | 30.78 |
| 2019-12-31 | $1.7M | 31k | 56.35 |
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