| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 0.3% | $134,730 | 5,400 | TRUIST FINANCIAL CORP | 30 Jun 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2024 Q1 | 0 | $0 | -$10,100 | 0 | |
| 2023 Q4 | 800 | $20,100 | +$20,100 | 2,512.5% | 2 |
| 2022 Q3 | 0 | $0 | -$29,000 | 0 | |
| 2022 Q2 | 1,155 | $29,000 | -$5,000 | 2,510.82% | 1 |
| 2022 Q1 | 1,355 | $35,000 | +$5,000 | 2,548.7% | 2 |
| 2021 Q4 | 1,155 | $30,798 | -$5,000 | 2,666.49% | 1 |
| 2021 Q3 | 200 | $5,000 | $0 | 2,500% | 1 |
| 2021 Q2 | 200 | $5,000 | +$5,000 | 2,500% | 1 |
| 2021 Q1 | 0 | $0 | -$267,000 | 0 | |
| 2020 Q4 | 10,000 | $267,000 | $0 | 2,670% | 1 |
| 2020 Q3 | 10,000 | $266,000 | $0 | 2,660% | 1 |
| 2020 Q2 | 10,000 | $250,000 | $0 | 2,500% | 1 |
| 2020 Q1 | 10,000 | $233,000 | $0 | 2,330% | 1 |
| 2019 Q4 | 10,000 | $263,000 | $0 | 2,630% | 1 |
| 2019 Q3 | 10,000 | $266,000 | $0 | 2,660% | 1 |
| 2019 Q2 | 10,000 | $257,000 | $0 | 2,570% | 1 |
| 2019 Q1 | 10,000 | $249,000 | $0 | 2,490% | 1 |
| 2018 Q4 | 10,000 | $233,000 | +$233,000 | 2,330% | 1 |