Global Retirement Partners, LLC Truist Financial Corp Transaction History

Global Retirement Partners, LLC

$2.65 Billion
Q1 2024

A detailed history of Global Retirement Partners, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Global Retirement Partners, LLC holds 40,380 shares of TFC stock, worth $1.54 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

40,380

Previous 36,777 9.8%

Holding current value

$1.54 Million

Previous $1.36 Million 15.99%

% of portfolio

0.06%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$34.53 - $38.98 $124,411 - $140,444	3,603 Added 9.8%	40,380 $1.57 Million
Q4 2023 Jan 18, 2024	BUY	$27.03 - $37.64 $86,144 - $119,958	3,187 Added 9.49%	36,777 $1.36 Million
Q3 2023 Oct 13, 2023	SELL	$27.97 - $35.59 $152,967 - $194,641	-5,469 Reduced 14.0%	33,590 $961,000
Q2 2023 Jul 20, 2023	BUY	$26.21 - $34.79 $80,176 - $106,422	3,059 Added 8.5%	39,059 $1.19 Million
Q1 2023 May 05, 2023	BUY	$30.56 - $50.39 $185,438 - $305,766	6,068 Added 20.27%	36,000 $1.23 Million

Q4 2022 Feb 13, 2023	SELL	$40.42 - $47.26 $83,022 - $97,072	-2,054 Reduced 6.42%	29,932 $1.29 Million
Q3 2022 Nov 03, 2022	BUY	$20.41 - $50.47 $32,309 - $79,894	1,583 Added 5.21%	31,986 $1.43 Million
Q2 2022 Jul 15, 2022	BUY	$45.68 - $55.36 $44,857 - $54,363	982 Added 3.34%	30,403 $1.44 Million
Q1 2022 Jul 14, 2022	BUY	$56.23 - $67.41 $1.65 Million - $1.98 Million	29,421 New	29,421 $1.38 Million
Q4 2021 Jan 21, 2022	SELL	$55.67 - $65.14 $1.37 Million - $1.61 Million	-24,642 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$52.18 - $60.15 $31,829 - $36,691	610 Added 2.54%	24,642 $1.45 Million
Q2 2021 Jul 15, 2021	BUY	$52.81 - $62.14 $79,003 - $92,961	1,496 Added 6.64%	24,032 $1.33 Million
Q1 2021 Apr 14, 2021	BUY	$47.18 - $60.17 $37,979 - $48,436	805 Added 3.7%	22,536 $1.31 Million
Q4 2020 Jan 13, 2021	SELL	$38.75 - $49.04 $563,502 - $713,139	-14,542 Reduced 40.09%	21,731 $1.04 Million
Q3 2020 Oct 09, 2020	BUY	$33.61 - $40.81 $20,434 - $24,812	608 Added 1.7%	36,273 $1.38 Million
Q2 2020 Jul 13, 2020	BUY	$27.21 - $46.37 $30,611 - $52,166	1,125 Added 3.26%	35,665 $1.34 Million
Q1 2020 Apr 28, 2020	SELL	$25.69 - $56.67 $1,567 - $3,456	-61 Reduced 0.18%	34,540 $1.07 Million
Q4 2019 Jan 23, 2020	BUY	$50.81 - $56.72 $1.76 Million - $1.96 Million	34,601 New	34,601 $1.95 Million

Others Institutions Holding TFC

# of Institutions

1,550

Shares Held

935M

Call Options Held

10.1M

Put Options Held

6.61M

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 $50.7B
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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Global Retirement Partners, LLC Truist Financial Corp Transaction History