Truist Financial Corp equities shares owned by Summit Financial
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $946k | 24k | 38.98 |
| 2023-12-31 | $896k | 24k | 36.92 |
| 2023-09-30 | $611k | 21k | 28.61 |
| 2023-06-30 | $648k | 21k | 30.35 |
| 2023-03-31 | $729k | 21k | 34.10 |
| 2022-12-31 | $919k | 21k | 43.01 |
| 2022-09-30 | $911k | 21k | 43.54 |
| 2022-06-30 | $992k | 21k | 47.41 |
| 2022-03-31 | $1.2M | 21k | 56.73 |
| 2021-12-31 | $1.1M | 18k | 58.54 |
| 2021-09-30 | $787k | 13k | 58.67 |
| 2021-06-30 | $252k | 4.5k | 55.40 |
| 2021-03-31 | $265k | 4.5k | 58.25 |
| 2020-12-31 | $218k | 4.5k | 47.92 |
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