TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025

Shares 38,230 Value ($000) $1,881 Avg Close $45.80 Range $40.31 - $50.86

Q3 2025

Shares 39,407 Value ($000) $1,802 Avg Close $44.34 Range $40.99 - $46.92

Q2 2025

Shares 39,199 Value ($000) $1,685 Avg Close $38.00 Range $32.34 - $42.24

Q1 2025

Shares 40,180 Value ($000) $1,653 Avg Close $42.69 Range $37.98 - $46.24

Q4 2024

Shares 40,259 Value ($000) $1,746 Avg Close $42.32 Range $38.70 - $46.75

Q3 2024

Shares 40,901 Value ($000) $1,749 Avg Close $39.58 Range $35.22 - $42.17

Q2 2024

Shares 41,830 Value ($000) $1,625 Avg Close $34.94 Range $32.22 - $37.70

Q1 2024

Shares 42,785 Value ($000) $1,668 Avg Close $33.38 Range $31.43 - $36.08

Q4 2023

Shares 42,641 Value ($000) $1,574 Avg Close $28.22 Range $23.63 - $34.24

Q3 2023

Shares 43,385 Value ($000) $1,241 Avg Close $27.15 Range $24.64 - $31.30

Q2 2023

Shares 43,354 Value ($000) $1,316 Avg Close $26.95 Range $21.94 - $30.38

Q1 2023

Shares 45,105 Value ($000) $1,538 Avg Close $37.29 Range $24.64 - $43.54

Q4 2022

Shares 46,841 Value ($000) $2,016 Avg Close $37.08 Range $33.59 - $40.32

Q3 2022

Shares 47,981 Value ($000) $2,089 Avg Close $40.21 Range $35.73 - $43.84

Q2 2022

Shares 47,962 Value ($000) $2,275 Avg Close $40.78 Range $37.18 - $47.29

Q1 2022

Shares 309,383 Value ($000) $17,542 Avg Close $50.63 Range $46.21 - $56.29

Q4 2021

Shares 276,259 Value ($000) $16,175 Avg Close $49.71 Range $44.68 - $53.01

Q3 2021

Shares 250,553 Value ($000) $14,694,910 Avg Close $45.12 Range $41.69 - $49.22

Q2 2021

Shares 235,982 Value ($000) $13,097,026 Avg Close $47.05 Range $42.28 - $50.39

Q1 2021

Shares 226,255 Value ($000) $13,195,178 Avg Close $43.57 Range $36.95 - $48.87

Q4 2020

Shares 214,744 Value ($000) $10,293 Avg Close $35.66 Range $29.67 - $38.97

Q3 2020

Shares 208,592 Value ($000) $7,936,932 Avg Close $29.38 Range $25.94 - $32.58

Q2 2020

Shares 51,650 Value ($000) $1,939,447 Avg Close $27.74 Range $20.18 - $36.06

Q1 2020

Shares 53,113 Value ($000) $1,638,011 Avg Close $35.97 Range $18.34 - $42.95

Q4 2019

Shares 47,690 Value ($000) $2,685,887 Avg Close $40.89 Range $37.59 - $43.13

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	38,230	$1,881	$45.80	$40.31 - $50.86
Q3 2025	39,407	$1,802	$44.34	$40.99 - $46.92
Q2 2025	39,199	$1,685	$38.00	$32.34 - $42.24
Q1 2025	40,180	$1,653	$42.69	$37.98 - $46.24
Q4 2024	40,259	$1,746	$42.32	$38.70 - $46.75
Q3 2024	40,901	$1,749	$39.58	$35.22 - $42.17
Q2 2024	41,830	$1,625	$34.94	$32.22 - $37.70
Q1 2024	42,785	$1,668	$33.38	$31.43 - $36.08
Q4 2023	42,641	$1,574	$28.22	$23.63 - $34.24
Q3 2023	43,385	$1,241	$27.15	$24.64 - $31.30
Q2 2023	43,354	$1,316	$26.95	$21.94 - $30.38
Q1 2023	45,105	$1,538	$37.29	$24.64 - $43.54
Q4 2022	46,841	$2,016	$37.08	$33.59 - $40.32
Q3 2022	47,981	$2,089	$40.21	$35.73 - $43.84
Q2 2022	47,962	$2,275	$40.78	$37.18 - $47.29
Q1 2022	309,383	$17,542	$50.63	$46.21 - $56.29
Q4 2021	276,259	$16,175	$49.71	$44.68 - $53.01
Q3 2021	250,553	$14,694,910	$45.12	$41.69 - $49.22
Q2 2021	235,982	$13,097,026	$47.05	$42.28 - $50.39
Q1 2021	226,255	$13,195,178	$43.57	$36.95 - $48.87
Q4 2020	214,744	$10,293	$35.66	$29.67 - $38.97
Q3 2020	208,592	$7,936,932	$29.38	$25.94 - $32.58
Q2 2020	51,650	$1,939,447	$27.74	$20.18 - $36.06
Q1 2020	53,113	$1,638,011	$35.97	$18.34 - $42.95
Q4 2019	47,690	$2,685,887	$40.89	$37.59 - $43.13