Truist Financial Corp equities shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $929k | 25k | 36.92 |
| 2023-09-30 | $795k | 28k | 28.61 |
| 2023-06-30 | $840k | 28k | 30.35 |
| 2023-03-31 | $902k | 26k | 34.10 |
| 2022-12-31 | $290k | 6.7k | 43.03 |
| 2022-09-30 | $295k | 6.8k | 43.50 |
| 2022-06-30 | $319k | 6.7k | 47.46 |
| 2022-03-31 | $353k | 6.2k | 56.72 |
| 2021-12-31 | $361k | 6.2k | 58.47 |
| 2021-09-30 | $453k | 7.7k | 58.65 |
| 2021-06-30 | $422k | 7.6k | 55.56 |
| 2021-03-31 | $422k | 7.2k | 58.26 |
| 2020-12-31 | $348k | 7.3k | 47.93 |
| 2020-09-30 | $289k | 7.6k | 38.07 |
| 2020-06-30 | $349k | 9.3k | 37.59 |
| 2020-03-31 | $280k | 9.1k | 30.85 |
| 2019-12-31 | $601k | 11k | 56.36 |
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