Carolinas Wealth Consulting LLC Truist Financial Corp Transaction History

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 10,691 shares of TFC stock, worth $463,134. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,691
Previous 5,649 89.25%
Holding current value
$463,134
Previous $219,000 108.68%
% of portfolio
0.08%
Previous 0.04%

Shares

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

Nov 12, 2024
BUY
$38.22 - $44.94 $192,705 - $226,587
5,042 Added 89.25%
10,691 $457,000
Q2 2024

Aug 12, 2024
SELL
$35.41 - $40.18 $460 - $522
-13 Reduced 0.23%
5,649 $219,000
Q1 2024

May 14, 2024
BUY
$34.53 - $38.98 $15,124 - $17,073
438 Added 8.38%
5,662 $220,000
Q4 2023

Feb 13, 2024
SELL
$27.03 - $37.64 $12,758 - $17,766
-472 Reduced 8.29%
5,224 $192,000
Q3 2023

Nov 14, 2023
SELL
$27.97 - $35.59 $139,710 - $177,772
-4,995 Reduced 46.72%
5,696 $162,000
Q2 2023

Aug 14, 2023
SELL
$26.21 - $34.79 $14,494 - $19,238
-553 Reduced 4.92%
10,691 $324,000
Q1 2023

May 15, 2023
BUY
$30.56 - $50.39 $33,677 - $55,529
1,102 Added 10.87%
11,244 $383,000
Q4 2022

Feb 14, 2023
BUY
$40.42 - $47.26 $31,204 - $36,484
772 Added 8.24%
10,142 $436,000
Q3 2022

Nov 14, 2022
SELL
$20.41 - $50.47 $33,451 - $82,720
-1,639 Reduced 14.89%
9,370 $408,000
Q2 2022

Aug 16, 2022
BUY
$45.68 - $55.36 $3,380 - $4,096
74 Added 0.68%
11,009 $522,000
Q1 2022

May 17, 2022
SELL
$56.23 - $67.41 $787 - $943
-14 Reduced 0.13%
10,935 $620,000
Q4 2021

Feb 14, 2022
BUY
$55.67 - $65.14 $69,086 - $80,838
1,241 Added 12.78%
10,949 $641,000
Q3 2021

Nov 15, 2021
SELL
$52.18 - $60.15 $197,605 - $227,788
-3,787 Reduced 28.06%
9,708 $569,000
Q2 2021

Aug 17, 2021
BUY
$52.81 - $62.14 $88,667 - $104,333
1,679 Added 14.21%
13,495 $749,000
Q1 2021

May 17, 2021
SELL
$47.18 - $60.17 $18,872 - $24,068
-400 Reduced 3.27%
11,816 $689,000
Q4 2020

Feb 16, 2021
BUY
$38.75 - $49.04 $167,516 - $211,999
4,323 Added 54.77%
12,216 $586,000
Q3 2020

Nov 12, 2020
SELL
$33.61 - $40.81 $57,204 - $69,458
-1,702 Reduced 17.74%
7,893 $300,000
Q2 2020

Aug 13, 2020
SELL
$27.21 - $46.37 $24,597 - $41,918
-904 Reduced 8.61%
9,595 $360,000
Q1 2020

May 11, 2020
BUY
$25.69 - $56.67 $31,598 - $69,704
1,230 Added 13.27%
10,499 $324,000
Q4 2019

Feb 14, 2020
BUY
$50.81 - $56.72 $470,957 - $525,737
9,269 New
9,269 $516,000

Others Institutions Holding TFC

# of Institutions
1,647
Shares Held
944M
Call Options Held
9.38M
Put Options Held
6.49M
View Full List

About TRUIST FINANCIAL CORP

TFC Quotes by TradingView
  • 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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