A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 40,135 shares of TFC stock, worth $1.88 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
40,135
Previous 38,755 3.56%
Holding current value
$1.88 Million
Previous $1.51 Billion 14.01%
% of portfolio
0.35%
Previous 0.39%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$38.22 - $44.94 $52,743 - $62,017
1,380 Added 3.56%
40,135 $1.72 Billion
Q2 2024

Jul 12, 2024

BUY
$35.41 - $40.18 $79,212 - $89,882
2,237 Added 6.13%
38,755 $1.51 Billion
Q1 2024

Apr 29, 2024

SELL
$34.53 - $38.98 $148,237 - $167,341
-4,293 Reduced 10.52%
36,518 $1.35 Billion
Q4 2023

Jan 25, 2024

BUY
$27.03 - $37.64 $1.1 Million - $1.54 Million
40,811 New
40,811 $1.51 Billion
Q4 2023

Jan 19, 2024

SELL
$27.03 - $37.64 $1.14 Million - $1.58 Million
-42,051 Closed
0 $1.51 Billion
Q4 2023

Jan 08, 2024

SELL
$27.03 - $37.64 $128,554 - $179,015
-4,756 Reduced 10.16%
42,051 $1.2 Billion
Q3 2023

Oct 17, 2023

SELL
$27.97 - $35.59 $137,584 - $175,067
-4,919 Reduced 9.51%
46,807 $1.34 Billion
Q2 2023

Jul 10, 2023

BUY
$26.21 - $34.79 $149,894 - $198,964
5,719 Added 12.43%
51,726 $1.57 Billion
Q1 2023

Apr 17, 2023

BUY
$30.56 - $50.39 $1.41 Million - $2.32 Million
46,007 New
46,007 $1.57 Billion

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 $62.1B
  • 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
Track This Portfolio

Track B.O.S.S. Retirement Advisors, LLC Portfolio

Follow B.O.S.S. Retirement Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of B.O.S.S. Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on B.O.S.S. Retirement Advisors, LLC with notifications on news.