A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Truist Financial Corp stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 3,637 shares of TFC stock, worth $172,539. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,637
Previous 4,094 11.16%
Holding current value
$172,539
Previous $175,000 10.29%
% of portfolio
0.09%
Previous 0.1%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025

SELL
$41.51 - $48.1 $18,970 - $21,981
-457 Reduced 11.16%
3,637 $157,000
Q3 2024

Oct 21, 2024

SELL
$38.22 - $44.94 $4,318 - $5,078
-113 Reduced 2.69%
4,094 $175,000
Q2 2024

Jul 22, 2024

SELL
$35.41 - $40.18 $10,870 - $12,335
-307 Reduced 6.8%
4,207 $163,000
Q1 2024

May 07, 2024

SELL
$34.53 - $38.98 $19,716 - $22,257
-571 Reduced 11.23%
4,514 $175,000
Q4 2023

Feb 08, 2024

BUY
$27.03 - $37.64 $9,784 - $13,625
362 Added 7.66%
5,085 $187,000
Q3 2023

Nov 09, 2023

BUY
$27.97 - $35.59 $44,584 - $56,730
1,594 Added 50.94%
4,723 $135,000
Q2 2023

Aug 01, 2023

BUY
$26.21 - $34.79 $760 - $1,008
29 Added 0.94%
3,129 $94,000
Q1 2023

Apr 26, 2023

BUY
$30.56 - $50.39 $244 - $403
8 Added 0.26%
3,100 $105,000
Q4 2022

Feb 06, 2023

BUY
$40.42 - $47.26 $767 - $897
19 Added 0.62%
3,092 $133,000
Q3 2022

Nov 09, 2022

BUY
$20.41 - $50.47 $469 - $1,160
23 Added 0.75%
3,073 $134,000
Q2 2022

Aug 02, 2022

BUY
$45.68 - $55.36 $1,096 - $1,328
24 Added 0.79%
3,050 $145,000
Q1 2022

May 05, 2022

BUY
$56.23 - $67.41 $1,180 - $1,415
21 Added 0.7%
3,026 $172,000
Q4 2021

Feb 10, 2022

BUY
$55.67 - $65.14 $167,288 - $195,745
3,005 New
3,005 $176,000

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 $62.9B
  • 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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