A detailed history of Colonial River Wealth Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 8,501 shares of TFC stock, worth $373,788. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,501
Holding current value
$373,788
% of portfolio
0.18%

Shares

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

Nov 04, 2024

BUY
$38.22 - $44.94 $324,908 - $382,034
8,501 New
8,501 $363,000
Q2 2023

Aug 08, 2023

SELL
$26.21 - $34.79 $66,599 - $88,401
-2,541 Reduced 19.67%
10,376 $314,000
Q1 2023

May 04, 2023

SELL
$30.56 - $50.39 $11,093 - $18,291
-363 Reduced 2.73%
12,917 $440,000
Q4 2022

Feb 10, 2023

SELL
$40.42 - $47.26 $6,548 - $7,656
-162 Reduced 1.21%
13,280 $571,000
Q3 2022

Nov 14, 2022

SELL
$20.41 - $50.47 $6,143 - $15,191
-301 Reduced 2.19%
13,442 $585,000
Q2 2022

Aug 15, 2022

SELL
$45.68 - $55.36 $1,187 - $1,439
-26 Reduced 0.19%
13,743 $652,000
Q1 2022

Apr 15, 2022

BUY
$56.23 - $67.41 $157,162 - $188,410
2,795 Added 25.47%
13,769 $781,000
Q4 2021

Feb 15, 2022

BUY
$55.67 - $65.14 $610,922 - $714,846
10,974 New
10,974 $643,000
Q3 2021

Oct 25, 2021

SELL
$52.18 - $60.15 $570,223 - $657,319
-10,928 Closed
0 $0
Q2 2021

Aug 13, 2021

SELL
$52.81 - $62.14 $3,115 - $3,666
-59 Reduced 0.54%
10,928 $607,000
Q1 2021

May 17, 2021

SELL
$47.18 - $60.17 $22,268 - $28,400
-472 Reduced 4.12%
10,987 $641,000
Q4 2020

Feb 19, 2021

BUY
$38.75 - $49.04 $444,036 - $561,949
11,459 New
11,459 $611,000

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 $58.3B
  • 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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