Cornerstone Advisory, LLC Truist Financial Corp Transaction History

Cornerstone Advisory, LLC

$795 Million
Q1 2025

A detailed history of Cornerstone Advisory, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Cornerstone Advisory, LLC holds 19,089 shares of TFC stock, worth $754,015. This represents 0.1% of its overall portfolio holdings.

Number of Shares

19,089

Previous 19,030 0.31%

Holding current value

$754,015

Previous $825,000 4.85%

% of portfolio

0.1%

Previous 0.11%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$39.48 - $48.15 $2,329 - $2,840	59 Added 0.31%	19,089 $785,000
Q4 2024 Feb 18, 2025	SELL	$41.51 - $48.1 $31,921 - $36,988	-769 Reduced 3.88%	19,030 $825,000
Q3 2024 Nov 12, 2024	SELL	$38.22 - $44.94 $21,212 - $24,941	-555 Reduced 2.73%	19,799 $846,000
Q2 2024 Aug 14, 2024	BUY	$35.41 - $40.18 $25,070 - $28,447	708 Added 3.6%	20,354 $790,000
Q1 2024 May 08, 2024	BUY	$34.53 - $38.98 $2,762 - $3,118	80 Added 0.41%	19,646 $765,000
Q4 2023 Feb 13, 2024	SELL	$27.03 - $37.64 $49,383 - $68,768	-1,827 Reduced 8.54%	19,566 $722,000
Q3 2023 Nov 14, 2023	SELL	$27.97 - $35.59 $351,163 - $446,832	-12,555 Reduced 36.98%	21,393 $612,000
Q2 2023 Jul 20, 2023	BUY	$26.21 - $34.79 $16,617 - $22,056	634 Added 1.9%	33,948 $1.03 Million
Q1 2023 May 04, 2023	SELL	$30.56 - $50.39 $20,780 - $34,265	-680 Reduced 2.0%	33,314 $1.14 Million
Q4 2022 Feb 13, 2023	BUY	$40.42 - $47.26 $45,432 - $53,120	1,124 Added 3.42%	33,994 $1.46 Million
Q3 2022 Oct 26, 2022	SELL	$20.41 - $50.47 $2,204 - $5,450	-108 Reduced 0.33%	32,870 $1.43 Million
Q2 2022 Aug 02, 2022	SELL	$45.68 - $55.36 $1 Million - $1.21 Million	-21,936 Reduced 39.95%	32,978 $1.56 Million
Q1 2022 May 20, 2022	BUY	$56.23 - $67.41 $373,423 - $447,669	6,641 Added 13.76%	54,914 $3.11 Million
Q3 2021 Nov 16, 2021	SELL	$52.18 - $60.15 $44,248 - $51,007	-848 Reduced 1.73%	48,273 $2.83 Million
Q2 2021 Aug 16, 2021	BUY	$52.81 - $62.14 $1.33 Million - $1.57 Million	25,250 Added 105.78%	49,121 $2.73 Million
Q1 2021 May 13, 2021	SELL	$47.18 - $60.17 $7,737 - $9,867	-164 Reduced 0.68%	23,871 $1.39 Million
Q4 2020 May 11, 2021	BUY	$38.75 - $49.04 $512,701 - $648,848	13,231 Added 122.46%	24,035 $1.15 Million
Q3 2020 Nov 12, 2020	SELL	$33.61 - $40.81 $317,446 - $385,450	-9,445 Reduced 46.64%	10,804 $411,000
Q2 2020 Aug 10, 2020	BUY	$27.21 - $46.37 $161,817 - $275,762	5,947 Added 41.58%	20,249 $760,000
Q1 2020 May 11, 2020	BUY	$25.69 - $56.67 $151,879 - $335,033	5,912 Added 70.46%	14,302 $441,000
Q4 2019 Feb 12, 2020	BUY	$50.81 - $56.72 $426,295 - $475,880	8,390 New	8,390 $473,000

Others Institutions Holding TFC

# of Institutions

1,766

Shares Held

961M

Call Options Held

12.5M

Put Options Held

7.03M

View Full List

About TRUIST FINANCIAL CORP

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $52.4B
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...

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Cornerstone Advisory, LLC Truist Financial Corp Transaction History