Truist Financial Corp equities shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $76k | 1.7k | 45.72 |
| 2025-06-30 | $89k | 2.1k | 42.99 |
| 2025-03-31 | $118k | 2.9k | 41.15 |
| 2024-12-31 | $124k | 2.9k | 43.38 |
| 2024-09-30 | $122k | 2.9k | 42.77 |
| 2024-06-30 | $106k | 2.7k | 38.85 |
| 2024-03-31 | $14k | 360 | 38.98 |
| 2023-09-30 | $5.7k | 200 | 28.61 |
| 2023-06-30 | $6.1k | 200 | 30.35 |
| 2023-03-31 | $6.8k | 200 | 34.10 |
| 2022-12-31 | $8.6k | 200 | 43.03 |
| 2022-09-30 | $8.0k | 200 | 40.00 |
| 2022-06-30 | $9.0k | 200 | 45.00 |
| 2022-03-31 | $11k | 200 | 55.00 |
| 2021-12-31 | $11k | 200 | 55.00 |
| 2021-09-30 | $11k | 200 | 55.00 |
| 2021-06-30 | $11k | 200 | 55.00 |
| 2021-03-31 | $11k | 200 | 55.00 |
| 2020-12-31 | $10k | 200 | 50.00 |
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