A detailed history of Cassia Capital Partners, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Cassia Capital Partners, LLC holds 7,311 shares of TFC stock, worth $316,712. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,311
Previous 7,311 -0.0%
Holding current value
$316,712
Previous $284,000 9.86%
% of portfolio
0.21%
Previous 0.19%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$35.41 - $40.18 $257,466 - $292,148
-7,271 Reduced 49.86%
7,311 $284,000
Q4 2023

Jan 29, 2024

SELL
$27.03 - $37.64 $125,148 - $174,273
-4,630 Reduced 24.1%
14,582 $538,000
Q3 2023

Oct 16, 2023

SELL
$27.97 - $35.59 $699 - $889
-25 Reduced 0.13%
19,212 $549,000
Q2 2023

Jul 20, 2023

SELL
$26.21 - $34.79 $131 - $173
-5 Reduced 0.03%
19,237 $583,000
Q1 2023

Apr 21, 2023

SELL
$30.56 - $50.39 $397 - $655
-13 Reduced 0.07%
19,242 $656,000
Q4 2022

Jan 25, 2023

BUY
$40.42 - $47.26 $320,773 - $375,055
7,936 Added 70.11%
19,255 $0
Q3 2022

Nov 14, 2022

BUY
$20.41 - $50.47 $41,269 - $102,050
2,022 Added 21.75%
11,319 $493,000
Q2 2022

Aug 11, 2022

BUY
$45.68 - $55.36 $20,601 - $24,967
451 Added 5.1%
9,297 $441,000
Q1 2022

May 11, 2022

SELL
$56.23 - $67.41 $20,917 - $25,076
-372 Reduced 4.04%
8,846 $502,000
Q4 2021

Feb 14, 2022

BUY
$55.67 - $65.14 $513,166 - $600,460
9,218 New
9,218 $540,000
Q1 2021

May 17, 2021

SELL
$47.18 - $60.17 $354,368 - $451,936
-7,511 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$38.75 - $49.04 $291,051 - $368,339
7,511 New
7,511 $360,000

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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