TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

Curated Wealth Partners LLC's Holding History (CIK: 0001781284)

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

Q4 2025
Shares 4,079 Value ($000) $201 Avg Close $45.80 Range $40.31 - $50.86
Q2 2023
Shares 30,168 Value ($000) $916 Avg Close $26.95 Range $21.94 - $30.38
Q1 2023
Shares 32,749 Value ($000) $1,117 Avg Close $37.29 Range $24.64 - $43.54
Q4 2022
Shares 24,260 Value ($000) $1,044 Avg Close $37.08 Range $33.59 - $40.32
Q3 2022
Shares 20,070 Value ($000) $873 Avg Close $40.21 Range $35.73 - $43.84
Q2 2022
Shares 19,597 Value ($000) $930 Avg Close $40.78 Range $37.18 - $47.29
Q1 2022
Shares 11,141 Value ($000) $651 Avg Close $50.63 Range $46.21 - $56.29
Q4 2021
Shares 11,141 Value ($000) $651 Avg Close $49.71 Range $44.68 - $53.01
Q3 2021
Shares 11,077 Value ($000) $650 Avg Close $45.12 Range $41.69 - $49.22
Q2 2021
Shares 6,594 Value ($000) $366 Avg Close $47.05 Range $42.28 - $50.39
Q1 2021
Shares 5,881 Value ($000) $343 Avg Close $43.57 Range $36.95 - $48.87
Q4 2020
Shares 5,840 Value ($000) $280 Avg Close $35.66 Range $29.67 - $38.97