A detailed history of Cypress Wealth Services, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 8,416 shares of TFC stock, worth $391,764. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,416
Previous 8,197 2.67%
Holding current value
$391,764
Previous $318,000 12.89%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 08, 2024

BUY
$38.22 - $44.94 $8,370 - $9,841
219 Added 2.67%
8,416 $359,000
Q2 2024

Jul 12, 2024

SELL
$35.41 - $40.18 $8,958 - $10,165
-253 Reduced 2.99%
8,197 $318,000
Q1 2024

Apr 15, 2024

BUY
$34.53 - $38.98 $4,661 - $5,262
135 Added 1.62%
8,450 $329,000
Q4 2023

Jan 10, 2024

SELL
$27.03 - $37.64 $23,245 - $32,370
-860 Reduced 9.37%
8,315 $306,000
Q2 2023

Jul 21, 2023

BUY
$26.21 - $34.79 $39,288 - $52,150
1,499 Added 19.53%
9,175 $278,000
Q1 2023

Apr 07, 2023

SELL
$30.56 - $50.39 $19,986 - $32,955
-654 Reduced 7.85%
7,676 $261,000
Q4 2022

Jan 18, 2023

BUY
$40.42 - $47.26 $336,698 - $393,675
8,330 New
8,330 $0

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
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