A detailed history of Foundations Investment Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 30,826 shares of TFC stock, worth $1.2 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
30,826
Previous 30,940 0.37%
Holding current value
$1.2 Million
Previous $1.14 Million 5.17%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 13, 2024

SELL
$34.53 - $38.98 $3,936 - $4,443
-114 Reduced 0.37%
30,826 $1.2 Million
Q4 2023

Feb 08, 2024

BUY
$27.03 - $37.64 $88,874 - $123,760
3,288 Added 11.89%
30,940 $1.14 Million
Q3 2023

Oct 05, 2023

SELL
$27.97 - $35.59 $86,679 - $110,293
-3,099 Reduced 10.08%
27,652 $791,000
Q2 2023

Jul 19, 2023

BUY
$26.21 - $34.79 $113,646 - $150,849
4,336 Added 16.41%
30,751 $933,000
Q1 2023

Apr 25, 2023

BUY
$30.56 - $50.39 $199,251 - $328,542
6,520 Added 32.77%
26,415 $900,000
Q4 2022

Jan 11, 2023

BUY
$40.42 - $47.26 $509,292 - $595,476
12,600 Added 172.72%
19,895 $0
Q3 2022

Oct 19, 2022

BUY
$20.41 - $50.47 $50,739 - $125,468
2,486 Added 51.69%
7,295 $318,000
Q2 2022

Jul 08, 2022

BUY
$45.68 - $55.36 $219,675 - $266,226
4,809 New
4,809 $229,000

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 $51.5B
  • 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...
More about TFC
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