Cornerstone Wealth Group, LLC Truist Financial Corp Transaction History

Cornerstone Wealth Group, LLC

$1.21 Billion
Q1 2025

A detailed history of Cornerstone Wealth Group, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 137,654 shares of TFC stock, worth $5.19 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

137,654

Previous 126,063 9.19%

Holding current value

$5.19 Million

Previous $5.47 Million 3.58%

% of portfolio

0.47%

Previous 0.42%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$39.48 - $48.15 $457,612 - $558,106	11,591 Added 9.19%	137,654 $5.66 Million
Q4 2024 Jan 22, 2025	BUY	$41.51 - $48.1 $167,907 - $194,564	4,045 Added 3.32%	126,063 $5.47 Million
Q3 2024 Oct 25, 2024	BUY	$38.22 - $44.94 $42,997 - $50,557	1,125 Added 0.93%	122,018 $5.22 Million
Q2 2024 Jul 24, 2024	BUY	$35.41 - $40.18 $123,616 - $140,268	3,491 Added 2.97%	120,893 $4.7 Million
Q1 2024 Apr 17, 2024	BUY	$34.53 - $38.98 $77,623 - $87,627	2,248 Added 1.95%	117,402 $4.58 Million
Q4 2023 Jan 29, 2024	BUY	$27.03 - $37.64 $3.11 Million - $4.33 Million	115,154 New	115,154 $4.25 Million
Q4 2022 Jan 25, 2023	SELL	$40.42 - $47.26 $8,488 - $9,924	-210 Reduced 3.83%	5,266 $0
Q3 2022 Oct 19, 2022	SELL	$20.41 - $50.47 $9,776 - $24,175	-479 Reduced 8.04%	5,476 $238,000
Q2 2022 Jul 20, 2022	SELL	$45.68 - $55.36 $2.95 Million - $3.57 Million	-64,557 Reduced 91.55%	5,955 $282,000
Q1 2022 Apr 25, 2022	BUY	$56.23 - $67.41 $419,363 - $502,743	7,458 Added 11.83%	70,512 $4 Million
Q4 2021 Jan 25, 2022	BUY	$55.67 - $65.14 $75,766 - $88,655	1,361 Added 2.21%	63,054 $3.69 Million
Q3 2021 Oct 29, 2021	BUY	$52.18 - $60.15 $101,594 - $117,112	1,947 Added 3.26%	61,693 $3.62 Million
Q2 2021 Jul 21, 2021	BUY	$52.81 - $62.14 $217,999 - $256,513	4,128 Added 7.42%	59,746 $3.12 Million
Q1 2021 Apr 26, 2021	BUY	$47.18 - $60.17 $2.35 Million - $2.99 Million	49,748 Added 847.5%	55,618 $3.16 Million
Q4 2020 Jan 28, 2021	BUY	$38.75 - $49.04 $8,641 - $10,935	223 Added 3.95%	5,870 $281,000
Q3 2020 Oct 27, 2020	SELL	$33.61 - $40.81 $20,166 - $24,486	-600 Reduced 9.6%	5,647 $215,000
Q2 2020 Jul 27, 2020	BUY	$27.21 - $46.37 $169,980 - $289,673	6,247 New	6,247 $235,000
Q1 2020 May 06, 2020	SELL	$25.69 - $56.67 $196,759 - $434,035	-7,659 Closed	0 $0
Q4 2019 Jan 28, 2020	BUY	$50.81 - $56.72 $389,153 - $434,418	7,659 New	7,659 $431,000

Others Institutions Holding TFC

# of Institutions

1,753

Shares Held

957M

Call Options Held

8.25M

Put Options Held

6.8M

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 $50B
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

Portfolio Update

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

News

Stay updated on Cornerstone Wealth Group, LLC with notifications on news.

Account

Cornerstone Wealth Group, LLC Truist Financial Corp Transaction History