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Truist Financial Corp equities shares owned by Strategic Wealth Designers

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

Historical chart of Strategic Wealth Designers investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Strategic Wealth Designers

Quarter filed Position value Share count Share price at filing
2024-09-30 $251k 6.0k 41.72
2024-06-30 $229k 5.8k 39.25
2023-12-31 $212k 5.7k 36.92
2022-12-31 $238k 5.2k 45.74
2022-09-30 $231k 5.3k 43.60
2022-06-30 $272k 5.7k 47.44
2022-03-31 $270k 4.8k 56.79
2021-09-30 $263k 4.5k 58.67
2021-06-30 $247k 4.5k 55.41
2021-03-31 $249k 4.3k 58.40
2020-12-31 $203k 4.2k 47.98
2019-12-31 $393k 7.0k 56.37