A detailed history of Cary Street Partners Investment Advisory LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 72,412 shares of TFC stock, worth $3.35 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
72,412
Previous 77,689 6.79%
Holding current value
$3.35 Million
Previous $3.02 Million 2.55%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 30, 2024

SELL
$38.22 - $44.94 $201,686 - $237,148
-5,277 Reduced 6.79%
72,412 $3.1 Million
Q2 2024

Jul 22, 2024

BUY
$35.41 - $40.18 $30,558 - $34,675
863 Added 1.12%
77,689 $3.02 Million
Q1 2024

Apr 30, 2024

SELL
$34.53 - $38.98 $67,022 - $75,660
-1,941 Reduced 2.46%
76,826 $2.99 Million
Q4 2023

Feb 07, 2024

BUY
$27.03 - $37.64 $1.92 Million - $2.67 Million
70,983 Added 911.91%
78,767 $2.91 Million
Q4 2023

Feb 05, 2024

SELL
$27.03 - $37.64 $1.95 Million - $2.71 Million
-72,111 Reduced 90.26%
7,784 $287,000
Q3 2023

Nov 13, 2023

BUY
$27.97 - $35.59 $136,269 - $173,394
4,872 Added 6.49%
79,895 $2.29 Million
Q2 2023

Aug 10, 2023

BUY
$26.21 - $34.79 $664,423 - $881,926
25,350 Added 51.03%
75,023 $2.28 Million
Q1 2023

May 12, 2023

SELL
$30.56 - $50.39 $41,164 - $67,875
-1,347 Reduced 2.64%
49,673 $1.69 Million
Q4 2022

Feb 14, 2023

SELL
$40.42 - $47.26 $55,617 - $65,029
-1,376 Reduced 2.63%
51,020 $2.2 Million
Q3 2022

Nov 14, 2022

BUY
$20.41 - $50.47 $93,681 - $231,657
4,590 Added 9.6%
52,396 $2.28 Million
Q2 2022

Aug 15, 2022

BUY
$45.68 - $55.36 $1.9 Million - $2.3 Million
41,586 Added 668.59%
47,806 $2.27 Million
Q1 2022

May 16, 2022

SELL
$56.23 - $67.41 $87,943 - $105,429
-1,564 Reduced 20.09%
6,220 $353,000
Q4 2021

Feb 14, 2022

BUY
$55.67 - $65.14 $95,028 - $111,193
1,707 Added 28.09%
7,784 $456,000
Q3 2021

Nov 15, 2021

SELL
$52.18 - $60.15 $203,397 - $234,464
-3,898 Reduced 39.08%
6,077 $356,000
Q2 2021

Aug 16, 2021

SELL
$52.81 - $62.14 $160,700 - $189,092
-3,043 Reduced 23.38%
9,975 $554,000
Q1 2021

May 17, 2021

SELL
$47.18 - $60.17 $7.83 Million - $9.98 Million
-165,922 Reduced 92.72%
13,018 $759,000
Q4 2020

Feb 12, 2021

BUY
$38.75 - $49.04 $6.27 Million - $7.93 Million
161,799 Added 943.93%
178,940 $8.58 Million
Q3 2020

Nov 12, 2020

BUY
$33.61 - $40.81 $397,001 - $482,047
11,812 Added 221.66%
17,141 $652,000
Q2 2020

Aug 05, 2020

BUY
$27.21 - $46.37 $145,002 - $247,105
5,329 New
5,329 $200,000
Q1 2020

Apr 21, 2020

SELL
$25.69 - $56.67 $125,906 - $277,739
-4,901 Closed
0 $0
Q4 2019

Feb 10, 2020

BUY
$50.81 - $56.72 $249,019 - $277,984
4,901 New
4,901 $276,000

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 $61.4B
  • 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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