A detailed history of Geo Wealth Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Geo Wealth Management, LLC holds 6,367 shares of TFC stock, worth $306,252. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,367
Previous 8,030 20.71%
Holding current value
$306,252
Previous $311,000 12.54%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$38.22 - $44.94 $63,559 - $74,735
-1,663 Reduced 20.71%
6,367 $272,000
Q2 2024

Aug 12, 2024

BUY
$35.41 - $40.18 $26,451 - $30,014
747 Added 10.26%
8,030 $311,000
Q1 2024

May 15, 2024

SELL
$34.53 - $38.98 $251,481 - $283,891
-7,283 Closed
0 $0
Q1 2024

May 15, 2024

SELL
$34.53 - $38.98 $37,672 - $42,527
-1,091 Reduced 13.03%
7,283 $283,000
Q4 2023

Feb 13, 2024

BUY
$27.03 - $37.64 $189,669 - $264,119
7,017 Added 517.1%
8,374 $309,000
Q3 2023

Nov 13, 2023

BUY
$27.97 - $35.59 $37,955 - $48,295
1,357 New
1,357 $38,000

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 $63.8B
  • 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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