Skip to main content

Resource Planning Group

SEC CIK
0001537147
Latest filing
Jan 10, 2024

TFC holding history

Truist Financial Corp in every 13F filed by Resource Planning Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TFC overviewAll 13F holders of TFCFull Q4 2023 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of TFC by Resource Planning Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−7,295−100.0%Sold outHolders
Q1 20227,295$414.0K0.3%00.0%UnchangedHolders
Q4 20217,295$427.0K0.3%00.0%UnchangedHolders
Q3 20217,295$428.0K0.3%00.0%UnchangedHolders
Q2 20217,295$405.0K0.2%00.0%UnchangedHolders
Q1 20217,295$425.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.