TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Holding History (CIK: 0002006637)

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

Q4 2025
Shares 146,983 Value ($000) $7,233 Avg Close $45.80 Range $40.31 - $50.86
Q3 2025
Shares 147,582 Value ($000) $6,747 Avg Close $44.34 Range $40.99 - $46.92
Q2 2025
Shares 140,647 Value ($000) $6,046 Avg Close $38.00 Range $32.34 - $42.24
Q1 2025
Shares 142,920 Value ($000) $5,881 Avg Close $42.69 Range $37.98 - $46.24
Q4 2024
Shares 142,516 Value ($000) $6,182 Avg Close $42.32 Range $38.70 - $46.75
Q3 2024
Shares 134,552 Value ($000) $5,755 Avg Close $39.58 Range $35.22 - $42.17
Q2 2024
Shares 128,140 Value ($000) $4,978 Avg Close $34.94 Range $32.22 - $37.70
Q1 2024
Shares 127,908 Value ($000) $4,986 Avg Close $33.38 Range $31.43 - $36.08
Q4 2023
Shares 122,625 Value ($000) $4,527 Avg Close $28.22 Range $23.63 - $34.24
Q3 2023
Shares 122,116 Value ($000) $3,494 Avg Close $27.15 Range $24.64 - $31.30