A detailed history of Capital Asset Advisory Services LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 20,725 shares of TFC stock, worth $897,807. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,725
Previous 21,740 4.67%
Holding current value
$897,807
Previous $844,000 4.86%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 17, 2024

SELL
$38.22 - $44.94 $38,793 - $45,614
-1,015 Reduced 4.67%
20,725 $885,000
Q2 2024

Jul 24, 2024

BUY
$35.41 - $40.18 $2,018 - $2,290
57 Added 0.26%
21,740 $844,000
Q1 2024

Apr 16, 2024

SELL
$34.53 - $38.98 $12,603 - $14,227
-365 Reduced 1.66%
21,683 $845,000
Q4 2023

Jan 09, 2024

BUY
$27.03 - $37.64 $45,329 - $63,122
1,677 Added 8.23%
22,048 $814,000
Q3 2023

Oct 18, 2023

SELL
$27.97 - $35.59 $31,410 - $39,967
-1,123 Reduced 5.22%
20,371 $582,000
Q2 2023

Aug 02, 2023

SELL
$26.21 - $34.79 $52,682 - $69,927
-2,010 Reduced 8.55%
21,494 $652,000
Q1 2023

May 12, 2023

BUY
$30.56 - $50.39 $48,529 - $80,019
1,588 Added 7.25%
23,504 $801,000
Q4 2022

Mar 08, 2023

SELL
$40.42 - $47.26 $81,890 - $95,748
-2,026 Reduced 8.46%
21,916 $943,000
Q3 2022

Nov 14, 2022

SELL
$20.41 - $50.47 $68,598 - $169,629
-3,361 Reduced 12.31%
23,942 $1.04 Million
Q2 2022

Aug 11, 2022

BUY
$45.68 - $55.36 $959 - $1,162
21 Added 0.08%
27,303 $1.3 Million
Q1 2022

Apr 29, 2022

BUY
$56.23 - $67.41 $48,920 - $58,646
870 Added 3.29%
27,282 $1.55 Million
Q4 2021

Feb 04, 2022

BUY
$55.67 - $65.14 $29,560 - $34,589
531 Added 2.05%
26,412 $1.55 Million
Q3 2021

Oct 14, 2021

BUY
$52.18 - $60.15 $17,010 - $19,608
326 Added 1.28%
25,881 $1.52 Million
Q2 2021

Aug 06, 2021

BUY
$52.81 - $62.14 $3,591 - $4,225
68 Added 0.27%
25,555 $1.42 Million
Q1 2021

May 13, 2021

BUY
$47.18 - $60.17 $350,405 - $446,882
7,427 Added 41.12%
25,487 $1.49 Million
Q4 2020

Mar 02, 2021

BUY
$38.75 - $49.04 $17,166 - $21,724
443 Added 2.51%
18,060 $866,000
Q3 2020

Nov 18, 2020

SELL
$33.61 - $40.81 $7,528 - $9,141
-224 Reduced 1.26%
17,617 $670,000
Q2 2020

Aug 14, 2020

BUY
$27.21 - $46.37 $9,904 - $16,878
364 Added 2.08%
17,841 $726,000
Q1 2020

May 18, 2020

BUY
$25.69 - $56.67 $32,086 - $70,780
1,249 Added 7.7%
17,477 $553,000
Q4 2019

Feb 13, 2020

BUY
$50.81 - $56.72 $799,901 - $892,942
15,743 Added 3245.98%
16,228 $889,000
Q4 2019

Feb 12, 2020

BUY
$50.81 - $56.72 $24,642 - $27,509
485 New
485 $903,000

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 $57.5B
  • 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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