A detailed history of Baystate Wealth Management LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Baystate Wealth Management LLC holds 507 shares of TFC stock, worth $24,209. This represents 0.0% of its overall portfolio holdings.

Number of Shares
507
Previous 432 17.36%
Holding current value
$24,209
Previous $12,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

BUY
$27.03 - $37.64 $2,027 - $2,823
75 Added 17.36%
507 $18,000
Q3 2023

Oct 25, 2023

BUY
$27.97 - $35.59 $2,237 - $2,847
80 Added 22.73%
432 $12,000
Q2 2023

Sep 21, 2023

BUY
$26.21 - $34.79 $9,225 - $12,246
352 New
352 $10,000
Q2 2023

Aug 02, 2023

BUY
$26.21 - $34.79 $181,242 - $240,572
6,915 New
6,915 $209,000
Q1 2023

Apr 25, 2023

BUY
$30.56 - $50.39 $122 - $201
4 Added 1.17%
346 $11,000
Q4 2022

Jan 12, 2023

BUY
$40.42 - $47.26 $161 - $189
4 Added 1.18%
342 $15,000
Q3 2022

Nov 10, 2022

BUY
$20.41 - $50.47 $61 - $151
3 Added 0.9%
338 $15,000
Q2 2022

Aug 02, 2022

BUY
$45.68 - $55.36 $182 - $221
4 Added 1.21%
335 $16,000
Q1 2022

Apr 19, 2022

BUY
$56.23 - $67.41 $112 - $134
2 Added 0.61%
331 $19,000
Q4 2021

Jan 21, 2022

BUY
$55.67 - $65.14 $167 - $195
3 Added 0.92%
329 $19,000
Q3 2021

Nov 05, 2021

BUY
$52.18 - $60.15 $156 - $180
3 Added 0.93%
326 $19,000
Q2 2021

Jul 26, 2021

BUY
$52.81 - $62.14 $10,878 - $12,800
206 Added 176.07%
323 $18,000
Q1 2021

Apr 21, 2021

BUY
$47.18 - $60.17 $47 - $60
1 Added 0.86%
117 $7,000
Q3 2020

Oct 14, 2020

SELL
$33.61 - $40.81 $3,260 - $3,958
-97 Reduced 45.54%
116 $4,000
Q2 2020

Jul 28, 2020

SELL
$27.21 - $46.37 $7,156 - $12,195
-263 Reduced 55.25%
213 $8,000
Q1 2020

Apr 22, 2020

SELL
$25.69 - $56.67 $13,846 - $30,545
-539 Reduced 53.1%
476 $15,000
Q4 2019

Jan 21, 2020

BUY
$50.81 - $56.72 $51,572 - $57,570
1,015 New
1,015 $57,000

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 $63.4B
  • 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 Baystate Wealth Management LLC Portfolio

Follow Baystate Wealth Management 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 Baystate Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baystate Wealth Management LLC with notifications on news.