TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q4 2025
Shares 69,847 Value ($000) $3,437 Avg Close $45.80 Range $40.31 - $50.86
Q3 2025
Shares 69,847 Value ($000) $3,193 Avg Close $44.34 Range $40.99 - $46.92
Q2 2025
Shares 69,847 Value ($000) $3,003 Avg Close $38.00 Range $32.34 - $42.24
Q1 2025
Shares 70,126 Value ($000) $2,886 Avg Close $42.69 Range $37.98 - $46.24
Q4 2024
Shares 70,122 Value ($000) $3,042 Avg Close $42.32 Range $38.70 - $46.75
Q3 2024
Shares 18,481 Value ($000) $790 Avg Close $39.58 Range $35.22 - $42.17
Q2 2024
Shares 73,427 Value ($000) $2,853 Avg Close $34.94 Range $32.22 - $37.70
Q1 2024
Shares 74,751 Value ($000) $2,914 Avg Close $33.38 Range $31.43 - $36.08
Q4 2023
Shares 75,115 Value ($000) $2,773 Avg Close $28.22 Range $23.63 - $34.24
Q3 2023
Shares 77,747 Value ($000) $2,224 Avg Close $27.15 Range $24.64 - $31.30
Q2 2023
Shares 96,045 Value ($000) $2,915 Avg Close $26.95 Range $21.94 - $30.38
Q1 2023
Shares 83,972 Value ($000) $2,863 Avg Close $37.29 Range $24.64 - $43.54
Q4 2022
Shares 78,653 Value ($000) $3,384 Avg Close $37.08 Range $33.59 - $40.32
Q3 2022
Shares 82,499 Value ($000) $3,592 Avg Close $40.21 Range $35.73 - $43.84
Q2 2022
Shares 82,482 Value ($000) $3,912 Avg Close $40.78 Range $37.18 - $47.29
Q1 2022
Shares 83,124 Value ($000) $4,713 Avg Close $50.63 Range $46.21 - $56.29
Q4 2021
Shares 81,933 Value ($000) $4,797 Avg Close $49.71 Range $44.68 - $53.01
Q3 2021
Shares 6,053 Value ($000) $355 Avg Close $45.12 Range $41.69 - $49.22
Q2 2021
Shares 80,652 Value ($000) $4,476 Avg Close $47.05 Range $42.28 - $50.39
Q1 2021
Shares 76,955 Value ($000) $4,488 Avg Close $43.57 Range $36.95 - $48.87
Q4 2020
Shares 71,661 Value ($000) $3,435 Avg Close $35.66 Range $29.67 - $38.97