A detailed history of Bt Wealth Management LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Bt Wealth Management LLC holds 10,542 shares of TFC stock, worth $486,829. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,542
Previous 10,807 2.45%
Holding current value
$486,829
Previous $510,000 1.96%
% of portfolio
0.14%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 26, 2022

SELL
$45.68 - $55.36 $12,105 - $14,670
-265 Reduced 2.45%
10,542 $500,000
Q2 2022

Jul 15, 2022

BUY
$45.68 - $55.36 $12,105 - $14,670
265 Added 2.51%
10,807 $510,000
Q1 2022

Apr 21, 2022

SELL
$56.23 - $67.41 $224,920 - $269,640
-4,000 Reduced 27.51%
10,542 $598,000
Q4 2021

Feb 11, 2022

BUY
$55.67 - $65.14 $159,438 - $186,560
2,864 Added 24.52%
14,542 $851,000
Q3 2021

Nov 01, 2021

BUY
$52.18 - $60.15 $208,720 - $240,600
4,000 Added 52.1%
11,678 $685,000
Q2 2021

Jul 28, 2021

BUY
$52.81 - $62.14 $17,796 - $20,941
337 Added 4.59%
7,678 $426,000
Q4 2020

Feb 04, 2021

SELL
$38.75 - $49.04 $34,875 - $44,136
-900 Reduced 10.92%
7,341 $352,000
Q3 2020

Oct 23, 2020

BUY
$33.61 - $40.81 $32,736 - $39,748
974 Added 13.4%
8,241 $314,000
Q2 2020

Jul 21, 2020

BUY
$27.21 - $46.37 $197,735 - $336,970
7,267 New
7,267 $273,000
Q1 2020

Apr 29, 2020

SELL
$25.69 - $56.67 $142,271 - $313,838
-5,538 Closed
0 $0
Q4 2019

Jan 13, 2020

BUY
$50.81 - $56.72 $281,385 - $314,115
5,538 New
5,538 $312,000

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 $61.3B
  • 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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