A detailed history of Fortress Wealth Group, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 8,212 shares of TFC stock, worth $343,015. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,212
Previous 8,212 -0.0%
Holding current value
$343,015
Previous $320,000 0.31%
% of portfolio
0.16%
Previous 0.18%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$34.53 - $38.98 $41,505 - $46,853
1,202 Added 17.15%
8,212 $320,000
Q4 2023

Jan 12, 2024

BUY
$27.03 - $37.64 $189,480 - $263,856
7,010 New
7,010 $258,000
Q2 2023

Aug 10, 2023

SELL
$26.21 - $34.79 $26 - $34
-1 Reduced 0.01%
7,170 $217,000
Q1 2023

May 12, 2023

SELL
$30.56 - $50.39 $133,577 - $220,254
-4,371 Reduced 37.87%
7,171 $244,000
Q4 2022

Feb 07, 2023

SELL
$40.42 - $47.26 $28,738 - $33,601
-711 Reduced 5.8%
11,542 $496,000
Q3 2022

Nov 14, 2022

BUY
$20.41 - $50.47 $1,571 - $3,886
77 Added 0.63%
12,253 $533,000
Q2 2022

Aug 15, 2022

BUY
$45.68 - $55.36 $30,468 - $36,925
667 Added 5.8%
12,176 $578,000
Q1 2022

May 16, 2022

BUY
$56.23 - $67.41 $281,599 - $337,589
5,008 Added 77.03%
11,509 $653,000
Q4 2021

Feb 11, 2022

BUY
$55.67 - $65.14 $22,769 - $26,642
409 Added 6.71%
6,501 $426,000
Q3 2021

Nov 04, 2021

BUY
$52.18 - $60.15 $2,348 - $2,706
45 Added 0.74%
6,092 $357,000
Q2 2021

Aug 13, 2021

BUY
$52.81 - $62.14 $319,342 - $375,760
6,047 New
6,047 $336,000

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 $55.4B
  • 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...
More about TFC
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