A detailed history of Belpointe Asset Management LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Belpointe Asset Management LLC holds 22,533 shares of TFC stock, worth $1.07 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
22,533
Previous 7,172 214.18%
Holding current value
$1.07 Million
Previous $278,000 246.4%
% of portfolio
0.06%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$38.22 - $44.94 $587,097 - $690,323
15,361 Added 214.18%
22,533 $963,000
Q2 2024

Aug 02, 2024

SELL
$35.41 - $40.18 $1,558 - $1,767
-44 Reduced 0.61%
7,172 $278,000
Q1 2024

May 08, 2024

SELL
$34.53 - $38.98 $1,001 - $1,130
-29 Reduced 0.4%
7,216 $281,000
Q4 2023

Feb 13, 2024

BUY
$27.03 - $37.64 $195,832 - $272,701
7,245 New
7,245 $267,000
Q1 2023

May 15, 2023

BUY
$30.56 - $50.39 $186,507 - $307,530
6,103 Added 51.84%
17,876 $609,000
Q4 2022

Feb 08, 2023

SELL
$40.42 - $47.26 $46,321 - $54,159
-1,146 Reduced 8.87%
11,773 $506,000
Q3 2022

Nov 14, 2022

BUY
$20.41 - $50.47 $68,883 - $170,336
3,375 Added 35.36%
12,919 $563,000
Q2 2022

Aug 02, 2022

BUY
$45.68 - $55.36 $85,330 - $103,412
1,868 Added 24.34%
9,544 $453,000
Q1 2022

Apr 28, 2022

BUY
$56.23 - $67.41 $96,996 - $116,282
1,725 Added 28.99%
7,676 $436,000
Q4 2021

Feb 15, 2022

BUY
$55.67 - $65.14 $12,303 - $14,395
221 Added 3.86%
5,951 $349,000
Q3 2021

Nov 15, 2021

SELL
$52.18 - $60.15 $103,212 - $118,976
-1,978 Reduced 25.66%
5,730 $337,000
Q2 2021

Aug 09, 2021

BUY
$52.81 - $62.14 $180,398 - $212,270
3,416 Added 79.59%
7,708 $428,000
Q1 2021

May 14, 2021

BUY
$47.18 - $60.17 $202,496 - $258,249
4,292 New
4,292 $251,000
Q1 2020

Jul 20, 2020

SELL
$25.69 - $56.67 $54,745 - $120,763
-2,131 Closed
0 $0
Q4 2019

Feb 18, 2020

BUY
$50.81 - $56.72 $108,276 - $120,870
2,131 New
2,131 $119,000

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 $63.2B
  • 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
Track This Portfolio

Track Belpointe Asset Management LLC Portfolio

Follow Belpointe Asset 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 Belpointe Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Belpointe Asset Management LLC with notifications on news.