A detailed history of Continuum Advisory, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Continuum Advisory, LLC holds 8,104 shares of TFC stock, worth $377,241. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,104
Previous 7,487 8.24%
Holding current value
$377,241
Previous $290,000 19.31%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 15, 2024

BUY
$38.22 - $44.94 $23,581 - $27,727
617 Added 8.24%
8,104 $346,000
Q2 2024

Jul 19, 2024

BUY
$35.41 - $40.18 $1,345 - $1,526
38 Added 0.51%
7,487 $290,000
Q1 2024

May 10, 2024

SELL
$34.53 - $38.98 $151,344 - $170,849
-4,383 Reduced 37.04%
7,449 $290,000
Q4 2023

Feb 14, 2024

BUY
$27.03 - $37.64 $39,517 - $55,029
1,462 Added 14.1%
11,832 $436,000
Q3 2023

Nov 13, 2023

BUY
$27.97 - $35.59 $83 - $106
3 Added 0.03%
10,370 $296,000
Q2 2023

Dec 13, 2023

BUY
$26.21 - $34.79 $131 - $173
5 Added 0.05%
10,367 $314,000
Q2 2023

Aug 10, 2023

BUY
$26.21 - $34.79 $131 - $173
5 Added 0.05%
10,367 $314,000
Q1 2023

Dec 13, 2023

BUY
$30.56 - $50.39 $23,378 - $38,548
765 Added 7.97%
10,362 $353,000
Q1 2023

May 12, 2023

BUY
$30.56 - $50.39 $23,378 - $38,548
765 Added 7.97%
10,362 $353,000
Q4 2022

Dec 13, 2023

SELL
$40.42 - $47.26 $31,244 - $36,531
-773 Reduced 7.45%
9,597 $412,000
Q4 2022

Feb 10, 2023

BUY
$40.42 - $47.26 $387,910 - $453,554
9,597 New
9,597 $412,000

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 $61.8B
  • 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 Continuum Advisory, LLC Portfolio

Follow Continuum 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 Continuum Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Continuum Advisory, LLC with notifications on news.