| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 0.5% | $509,611 | 41,703 | TRUIST FINANCIAL CORP | 30 Jun 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 2,809,209 | $33,133,623 | +$4,623,348 | $11.79 | 36 |
| 2025 Q2 | 2,471,281 | $29,923,931 | +$4,265,215 | $12.1 | 34 |
| 2025 Q1 | 2,165,744 | $27,517,241 | +$3,385,007 | $12.72 | 33 |
| 2024 Q4 | 1,899,348 | $24,406,151 | +$1,985,405 | $12.85 | 28 |
| 2024 Q3 | 1,463,324 | $18,999,097 | +$1,003,874 | $12.98 | 24 |
| 2024 Q2 | 1,388,570 | $17,787,838 | +$3,137,703 | $12.81 | 23 |
| 2024 Q1 | 1,142,472 | $14,685,774 | +$5,957,068 | $12.86 | 18 |
| 2023 Q4 | 680,760 | $8,494,461 | -$116,795 | $12.5 | 20 |
| 2023 Q3 | 701,133 | $8,459,537 | +$348,611 | $12.06 | 19 |
| 2023 Q2 | 673,066 | $7,932,184 | -$619 | $11.78 | 16 |
| 2023 Q1 | 673,085 | $7,935,341 | +$619,642 | $11.79 | 16 |
| 2022 Q4 | 490,815 | $5,887,476 | +$551,993 | $11.99 | 19 |
| 2022 Q3 | 564,303 | $6,496,000 | -$337,882 | $11.51 | 14 |
| 2022 Q2 | 588,580 | $7,283,000 | +$126,896 | $12.36 | 15 |
| 2022 Q1 | 567,234 | $8,179,307 | -$717,932 | $14.42 | 15 |
| 2021 Q4 | 613,972 | $9,389,000 | +$429,606 | $15.29 | 18 |
| 2021 Q3 | 585,744 | $8,977,000 | +$1,631,830 | $15.32 | 19 |
| 2021 Q2 | 479,174 | $7,537,000 | +$2,171,625 | $15.73 | 14 |
| 2021 Q1 | 332,109 | $4,842,000 | +$1,705,622 | $14.54 | 11 |
| 2020 Q4 | 215,644 | $2,929,000 | +$2,159,455 | $13.58 | 4 |
| 2020 Q3 | 56,648 | $669,000 | -$25,433 | $11.81 | 1 |
| 2020 Q2 | 58,814 | $693,000 | +$141,000 | $11.79 | 2 |
| 2020 Q1 | 53,946 | $519,000 | -$7,053 | $9.61 | 4 |
| 2019 Q4 | 32,712 | $557,000 | +$26,074 | $17.04 | 3 |
| 2019 Q3 | 31,154 | $521,000 | -$456,330 | $16.76 | 2 |
| 2019 Q2 | 58,226 | $984,000 | -$838,802 | $16.89 | 3 |
| 2019 Q1 | 107,583 | $1,830,000 | +$1,176,993 | $17.01 | 4 |
| 2018 Q4 | 38,771 | $578,000 | -$504,368 | $14.92 | 4 |
| 2018 Q3 | 58,988 | $1,041,000 | +$321,785 | $17.59 | 3 |
| 2018 Q2 | 40,754 | $700,000 | -$367,591 | $17.16 | 4 |
| 2018 Q1 | 63,628 | $1,027,000 | -$375,948 | $16.13 | 5 |
| 2017 Q4 | 86,909 | $1,541,000 | +$1,541,000 | $17.69 | 4 |