TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 63,903 Value ($000) $3,145 Avg Close $45.80 Range $40.31 - $50.86
Q3 2025
Shares 58,233 Value ($000) $2,662 Avg Close $44.34 Range $40.99 - $46.92
Q2 2025
Shares 54,655 Value ($000) $2,350 Avg Close $38.00 Range $32.34 - $42.24
Q1 2025
Shares 44,552 Value ($000) $1,833 Avg Close $42.69 Range $37.98 - $46.24
Q4 2024
Shares 41,553 Value ($000) $1,803 Avg Close $42.32 Range $38.70 - $46.75
Q3 2024
Shares 44,351 Value ($000) $1,897 Avg Close $39.58 Range $35.22 - $42.17
Q2 2024
Shares 42,453 Value ($000) $1,649 Avg Close $34.94 Range $32.22 - $37.70
Q1 2024
Shares 92,652 Value ($000) $3,612 Avg Close $33.38 Range $31.43 - $36.08
Q4 2023
Shares 101,200 Value ($000) $3,736 Avg Close $28.22 Range $23.63 - $34.24
Q3 2023
Shares 196,102 Value ($000) $5,610 Avg Close $27.15 Range $24.64 - $31.30
Q2 2023
Shares 231,836 Value ($000) $7,036 Avg Close $26.95 Range $21.94 - $30.38
Q1 2023
Shares 245,141 Value ($000) $8,359 Avg Close $37.29 Range $24.64 - $43.54
Q4 2022
Shares 306,382 Value ($000) $13,184 Avg Close $37.08 Range $33.59 - $40.32
Q3 2022
Shares 300,687 Value ($000) $13,092 Avg Close $40.21 Range $35.73 - $43.84
Q2 2022
Shares 306,086 Value ($000) $14,518 Avg Close $40.78 Range $37.18 - $47.29
Q1 2022
Shares 301,412 Value ($000) $17,090 Avg Close $50.63 Range $46.21 - $56.29
Q4 2021
Shares 289,648 Value ($000) $16,959 Avg Close $49.71 Range $44.68 - $53.01
Q3 2021
Shares 288,263 Value ($000) $16,907 Avg Close $45.12 Range $41.69 - $49.22
Q2 2021
Shares 305,257 Value ($000) $16,942 Avg Close $47.05 Range $42.28 - $50.39
Q1 2021
Shares 297,095 Value ($000) $17,327 Avg Close $43.57 Range $36.95 - $48.87
Q4 2020
Shares 297,161 Value ($000) $14,243 Avg Close $35.66 Range $29.67 - $38.97
Q3 2020
Shares 211,291 Value ($000) $8,040 Avg Close $29.38 Range $25.94 - $32.58
Q2 2020
Shares 199,442 Value ($000) $7,489 Avg Close $27.74 Range $20.18 - $36.06
Q1 2020
Shares 223,254 Value ($000) $6,885 Avg Close $35.97 Range $18.34 - $42.95
Q4 2019
Shares 234,684 Value ($000) $13,217 Avg Close $40.89 Range $37.59 - $43.13