Truist Financial Corp equities shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $317k | 8.1k | 38.98 |
| 2023-12-31 | $399k | 11k | 36.92 |
| 2023-09-30 | $358k | 13k | 28.61 |
| 2023-06-30 | $527k | 17k | 30.35 |
| 2023-03-31 | $548k | 16k | 34.10 |
| 2022-12-31 | $350k | 8.1k | 43.03 |
| 2022-09-30 | $354k | 8.1k | 43.59 |
| 2022-06-30 | $385k | 8.1k | 47.40 |
| 2022-03-31 | $460k | 8.1k | 56.64 |
| 2021-12-31 | $475k | 8.1k | 58.49 |
| 2021-09-30 | $467k | 8.0k | 58.61 |
| 2021-06-30 | $442k | 8.0k | 55.47 |
| 2021-03-31 | $523k | 9.0k | 58.32 |
| 2020-12-31 | $429k | 9.0k | 47.84 |
| 2020-09-30 | $341k | 9.0k | 38.02 |
| 2020-06-30 | $336k | 9.0k | 37.47 |
| 2020-03-31 | $284k | 9.2k | 30.83 |
| 2019-12-31 | $573k | 10k | 56.28 |
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