A detailed history of Cassaday & CO Wealth Management LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 13,530 shares of TFC stock, worth $648,898. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,530
Previous 10,913 23.98%
Holding current value
$648,898
Previous $423,000 36.64%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 07, 2024

BUY
$38.22 - $44.94 $100,021 - $117,607
2,617 Added 23.98%
13,530 $578,000
Q2 2024

Jul 30, 2024

SELL
$35.41 - $40.18 $1,168 - $1,325
-33 Reduced 0.3%
10,913 $423,000
Q1 2024

May 08, 2024

BUY
$34.53 - $38.98 $2,658 - $3,001
77 Added 0.71%
10,946 $426,000
Q4 2023

Feb 09, 2024

SELL
$27.03 - $37.64 $7,973 - $11,103
-295 Reduced 2.64%
10,869 $401,000
Q3 2023

Nov 06, 2023

BUY
$27.97 - $35.59 $17,229 - $21,923
616 Added 5.84%
11,164 $319,000
Q1 2023

May 03, 2023

BUY
$30.56 - $50.39 $142,195 - $234,464
4,653 Added 78.93%
10,548 $359,000
Q4 2022

Feb 07, 2023

BUY
$40.42 - $47.26 $238,275 - $278,597
5,895 New
5,895 $0

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 $63.6B
  • 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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