A detailed history of Hoxton Planning & Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 12,982 shares of TFC stock, worth $579,386. This represents 0.2% of its overall portfolio holdings.

Number of Shares
12,982
Previous 13,822 6.08%
Holding current value
$579,386
Previous $594,000 0.17%
% of portfolio
0.2%
Previous 0.21%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

SELL
$42.83 - $47.07 $35,977 - $39,538
-840 Reduced 6.08%
12,982 $593,000
Q2 2025

Aug 06, 2025

BUY
$34.79 - $42.99 $8,558 - $10,575
246 Added 1.81%
13,822 $594,000
Q1 2025

May 08, 2025

SELL
$39.48 - $48.15 $19,661 - $23,978
-498 Reduced 3.54%
13,576 $558,000
Q4 2024

Sep 08, 2025

BUY
$41.51 - $48.1 $16,770 - $19,432
404 Added 2.92%
14,226 $617,000
Q3 2024

Oct 08, 2024

BUY
$38.22 - $44.94 $158,269 - $186,096
4,141 Added 41.69%
14,074 $601,000
Q2 2024

Jul 18, 2024

SELL
$35.41 - $40.18 $10,552 - $11,973
-298 Reduced 2.91%
9,933 $385,000
Q1 2024

Apr 12, 2024

BUY
$34.53 - $38.98 $38,742 - $43,735
1,122 Added 12.32%
10,231 $398,000
Q4 2023

Jan 30, 2024

BUY
$27.03 - $37.64 $51,573 - $71,817
1,908 Added 26.5%
9,109 $336,000
Q3 2023

Oct 26, 2023

BUY
$27.97 - $35.59 $201,411 - $256,283
7,201 New
7,201 $206,000

Others Institutions Holding TFC

About TRUIST FINANCIAL CORP


  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $59.2B
  • Description
  • Truist Financial Corporation, a holding company, provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings. Its deposit products include noninterest-bearing checking, interest-bearing ch...
More about TFC
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