A detailed history of Bsw Wealth Partners transactions in Truist Financial Corp stock. As of the latest transaction made, Bsw Wealth Partners holds 10,365 shares of TFC stock, worth $496,379. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,365
Previous 10,221 1.41%
Holding current value
$496,379
Previous $397,000 11.59%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 29, 2024

BUY
$38.22 - $44.94 $5,503 - $6,471
144 Added 1.41%
10,365 $443,000
Q2 2024

Jul 16, 2024

SELL
$35.41 - $40.18 $26,663 - $30,255
-753 Reduced 6.86%
10,221 $397,000
Q1 2024

Apr 23, 2024

SELL
$34.53 - $38.98 $42,886 - $48,413
-1,242 Reduced 10.17%
10,974 $427,000
Q4 2023

Jan 25, 2024

BUY
$27.03 - $37.64 $9,541 - $13,286
353 Added 2.98%
12,216 $451,000
Q3 2023

Oct 27, 2023

BUY
$27.97 - $35.59 $331,808 - $422,204
11,863 New
11,863 $339,000
Q4 2022

Feb 13, 2023

BUY
$40.42 - $47.26 $306,060 - $357,852
7,572 New
7,572 $325,000
Q2 2022

Aug 15, 2022

SELL
$45.68 - $55.36 $7,080 - $8,580
-155 Reduced 1.89%
8,047 $382,000
Q1 2022

May 16, 2022

BUY
$56.23 - $67.41 $55,723 - $66,803
991 Added 13.74%
8,202 $465,000
Q4 2021

Feb 14, 2022

SELL
$55.67 - $65.14 $4,509 - $5,276
-81 Reduced 1.11%
7,211 $422,000
Q3 2021

Nov 15, 2021

BUY
$52.18 - $60.15 $116,726 - $134,555
2,237 Added 44.25%
7,292 $428,000
Q2 2021

Aug 16, 2021

BUY
$52.81 - $62.14 $57,193 - $67,297
1,083 Added 27.27%
5,055 $281,000
Q1 2021

May 17, 2021

BUY
$47.18 - $60.17 $187,398 - $238,995
3,972 New
3,972 $232,000

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 $63.5B
  • 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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