Forvis Wealth Advisors, LLC Truist Financial Corp Transaction History

Forvis Wealth Advisors, LLC

$3.96 Billion
Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 23,971 shares of TFC stock, worth $1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

23,971

Previous 26,239 8.64%

Holding current value

$1 Million

Previous $1.02 Million 8.9%

% of portfolio

0.02%

Previous 0.03%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$35.41 - $40.18 $80,309 - $91,128	-2,268 Reduced 8.64%	23,971 $931,000
Q1 2024 Apr 19, 2024	SELL	$34.53 - $38.98 $171,406 - $193,496	-4,964 Reduced 15.91%	26,239 $1.02 Million
Q4 2023 Jan 11, 2024	SELL	$27.03 - $37.64 $137,204 - $191,060	-5,076 Reduced 13.99%	31,203 $1.15 Million
Q3 2023 Oct 25, 2023	SELL	$27.97 - $35.59 $63,156 - $80,362	-2,258 Reduced 5.86%	36,279 $1.04 Million
Q2 2023 Aug 08, 2023	BUY	$26.21 - $34.79 $115,953 - $153,910	4,424 Added 12.97%	38,537 $1.17 Million
Q1 2023 Apr 26, 2023	BUY	$30.56 - $50.39 $171,380 - $282,587	5,608 Added 19.67%	34,113 $1.16 Million
Q4 2022 Feb 02, 2023	SELL	$40.42 - $47.26 $82,214 - $96,126	-2,034 Reduced 6.66%	28,505 $1.23 Million
Q3 2022 Oct 13, 2022	SELL	$20.41 - $50.47 $21,430 - $52,993	-1,050 Reduced 3.32%	30,539 $1.33 Million
Q2 2022 Jul 22, 2022	BUY	$45.68 - $55.36 $1.24 Million - $1.5 Million	27,096 Added 603.07%	31,589 $1.5 Million
Q1 2022 May 10, 2022	BUY	$56.23 - $67.41 $16,362 - $19,616	291 Added 6.93%	4,493 $255,000
Q4 2021 Jan 14, 2022	SELL	$55.67 - $65.14 $946 - $1,107	-17 Reduced 0.4%	4,202 $246,000
Q3 2021 Oct 14, 2021	SELL	$52.18 - $60.15 $939 - $1,082	-18 Reduced 0.42%	4,219 $247,000
Q2 2021 Jul 14, 2021	BUY	$52.81 - $62.14 $10,667 - $12,552	202 Added 5.01%	4,237 $235,000
Q1 2021 Apr 23, 2021	SELL	$47.18 - $60.17 $127,197 - $162,218	-2,696 Reduced 40.05%	4,035 $235,000
Q4 2020 Jan 22, 2021	BUY	$38.75 - $49.04 $7,905 - $10,004	204 Added 3.13%	6,731 $323,000
Q3 2020 Nov 05, 2020	BUY	$33.61 - $40.81 $14,015 - $17,017	417 Added 6.82%	6,527 $248,000
Q2 2020 Jul 15, 2020	SELL	$27.21 - $46.37 $10,421 - $17,759	-383 Reduced 5.9%	6,110 $229,000
Q1 2020 Apr 10, 2020	BUY	$25.69 - $56.67 $45,676 - $100,759	1,778 Added 37.71%	6,493 $200,000
Q4 2019 Jan 13, 2020	BUY	$50.81 - $56.72 $239,569 - $267,434	4,715 New	4,715 $266,000

Others Institutions Holding TFC

# of Institutions

1,570

Shares Held

970M

Call Options Held

9.11M

Put Options Held

4.53M

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 $55.5B
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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Forvis Wealth Advisors, LLC Truist Financial Corp Transaction History