A detailed history of Centennial Wealth Advisory LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Centennial Wealth Advisory LLC holds 9,024 shares of TFC stock, worth $344,897. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,024
Previous 8,946 0.87%
Holding current value
$344,897
Previous $330,000 6.36%
% of portfolio
0.16%
Previous 0.17%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$34.53 - $38.98 $2,693 - $3,040
78 Added 0.87%
9,024 $351,000
Q4 2023

Jan 17, 2024

SELL
$27.03 - $37.64 $29,760 - $41,441
-1,101 Reduced 10.96%
8,946 $330,000
Q3 2023

Oct 10, 2023

SELL
$27.97 - $35.59 $111 - $142
-4 Reduced 0.04%
10,047 $287,000
Q2 2023

Jul 17, 2023

BUY
$26.21 - $34.79 $52,210 - $69,301
1,992 Added 24.72%
10,051 $305,000
Q1 2023

Apr 13, 2023

BUY
$30.56 - $50.39 $246,283 - $406,093
8,059 New
8,059 $274,000
Q2 2022

Jul 12, 2022

BUY
$45.68 - $55.36 $101,363 - $122,843
2,219 Added 53.18%
6,392 $303,000
Q1 2022

Apr 18, 2022

BUY
$56.23 - $67.41 $38,517 - $46,175
685 Added 19.64%
4,173 $237,000
Q4 2021

Jan 13, 2022

BUY
$55.67 - $65.14 $194,176 - $227,208
3,488 New
3,488 $204,000

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 $50.7B
  • 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
Track This Portfolio

Track Centennial Wealth Advisory LLC Portfolio

Follow Centennial Wealth Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Centennial Wealth Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centennial Wealth Advisory LLC with notifications on news.