Ownership history in Baugh & Associates, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Baugh & Associates, LLC reported a position in TRUIST FINL CORP (TFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 122,567 | -3,476 | -2.8% | 2.76% | $5.6M | $48.72 |
| 2025 Q3 | REDUCED | 126,043 | -3,023 | -2.3% | 2.64% | $5.3M | $44.74 |
| 2025 Q2 | REDUCED | 129,066 | -5,961 | -4.4% | 2.68% | $5.1M | $41.56 |
| 2025 Q1 | REDUCED | 135,027 | -510 | -0.4% | 2.69% | $5.3M | $39.26 |
| 2024 Q4 | ADDED | 135,537 | +75 | +0.1% | 2.94% | $5.7M | $40.92 |
| 2024 Q3 | ADDED | 135,462 | +2,083 | +1.6% | 2.87% | $5.6M | $39.89 |
| 2024 Q2 | ADDED | 133,379 | +11,993 | +9.9% | 2.80% | $5.4M | $35.79 |
| 2024 Q1 | ADDED | 121,386 | +675 | +0.6% | 2.52% | $4.7M | $35.44 |
| 2023 Q4 | REDUCED | 120,711 | -975 | -0.8% | 2.56% | $4.5M | $33.08 |
| 2023 Q3 | ADDED | 121,686 | +286 | +0.2% | 2.18% | $3.5M | $25.19 |
As of 2025 Q4 — sorted by position size