TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

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

Q4 2025
Shares 30,837 Value ($000) $1,517 Avg Close $45.80 Range $40.31 - $50.86
Q3 2025
Shares 7,275 Value ($000) $333 Avg Close $44.34 Range $40.99 - $46.92
Q2 2025
Shares 3,131 Value ($000) $135 Avg Close $38.00 Range $32.34 - $42.24
Q1 2023
Shares 6,273 Value ($000) $214 Avg Close $37.29 Range $24.64 - $43.54
Q4 2022
Shares 9,568 Value ($000) $412 Avg Close $37.08 Range $33.59 - $40.32
Q3 2022
Shares 9,293 Value ($000) $405 Avg Close $40.21 Range $35.73 - $43.84
Q2 2022
Shares 9,424 Value ($000) $447 Avg Close $40.78 Range $37.18 - $47.29
Q1 2022
Shares 9,972 Value ($000) $565 Avg Close $50.63 Range $46.21 - $56.29
Q4 2021
Shares 10,122 Value ($000) $593 Avg Close $49.71 Range $44.68 - $53.01
Q3 2021
Shares 10,004 Value ($000) $587 Avg Close $45.12 Range $41.69 - $49.22
Q2 2021
Shares 12,639 Value ($000) $701 Avg Close $47.05 Range $42.28 - $50.39
Q1 2021
Shares 12,517 Value ($000) $730 Avg Close $43.57 Range $36.95 - $48.87
Q4 2020
Shares 12,918 Value ($000) $619 Avg Close $35.66 Range $29.67 - $38.97
Q3 2020
Shares 12,930 Value ($000) $492 Avg Close $29.38 Range $25.94 - $32.58
Q2 2020
Shares 9,543 Value ($000) $358 Avg Close $27.74 Range $20.18 - $36.06
Q4 2019
Shares 8,548 Value ($000) $441 Avg Close $40.89 Range $37.59 - $43.13