TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

Octavia Wealth Advisors, LLC's Holding History (CIK: 0001841259)

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

Q4 2025
Shares 31,683 Value ($000) $1,559 Avg Close $45.80 Range $40.31 - $50.86
Q3 2025
Shares 32,323 Value ($000) $1,478 Avg Close $44.34 Range $40.99 - $46.92
Q2 2025
Shares 33,619 Value ($000) $1,445 Avg Close $38.00 Range $32.34 - $42.24
Q1 2025
Shares 39,360 Value ($000) $1,620 Avg Close $42.69 Range $37.98 - $46.24
Q4 2024
Shares 43,909 Value ($000) $1,905 Avg Close $42.32 Range $38.70 - $46.75
Q3 2024
Shares 45,957 Value ($000) $1,966 Avg Close $39.58 Range $35.22 - $42.17
Q2 2024
Shares 31,483 Value ($000) $1,223 Avg Close $34.94 Range $32.22 - $37.70
Q1 2024
Shares 21,064 Value ($000) $821 Avg Close $33.38 Range $31.43 - $36.08
Q4 2023
Shares 14,691 Value ($000) $542 Avg Close $28.22 Range $23.63 - $34.24
Q3 2023
Shares 8,276 Value ($000) $237 Avg Close $27.15 Range $24.64 - $31.30