A detailed history of Hhm Wealth Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 8,833 shares of TFC stock, worth $411,176. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,833
Previous 8,764 0.79%
Holding current value
$411,176
Previous $340,000 10.88%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2024

BUY
$38.22 - $44.94 $2,637 - $3,100
69 Added 0.79%
8,833 $377,000
Q2 2024

Aug 07, 2024

BUY
$35.41 - $40.18 $36,189 - $41,063
1,022 Added 13.2%
8,764 $340,000
Q1 2024

May 14, 2024

BUY
$34.53 - $38.98 $37,637 - $42,488
1,090 Added 16.39%
7,742 $301,000
Q4 2023

Feb 05, 2024

SELL
$27.03 - $37.64 $2,243 - $3,124
-83 Reduced 1.23%
6,652 $245,000
Q3 2023

Nov 03, 2023

BUY
$27.97 - $35.59 $33,787 - $42,992
1,208 Added 21.86%
6,735 $192,000
Q4 2022

Jan 19, 2023

SELL
$40.42 - $47.26 $16,693 - $19,518
-413 Reduced 6.95%
5,527 $0
Q3 2022

Nov 04, 2022

SELL
$20.41 - $50.47 $2,632 - $6,510
-129 Reduced 2.13%
5,940 $259,000
Q2 2022

Aug 08, 2022

BUY
$45.68 - $55.36 $17,541 - $21,258
384 Added 6.75%
6,069 $288,000
Q4 2021

Feb 03, 2022

SELL
$55.67 - $65.14 $23,604 - $27,619
-424 Reduced 6.94%
5,685 $333,000
Q1 2021

Apr 23, 2021

BUY
$47.18 - $60.17 $7,737 - $9,867
164 Added 2.76%
6,109 $356,000
Q1 2020

May 12, 2020

SELL
$25.69 - $56.67 $20,140 - $44,429
-784 Reduced 11.65%
5,945 $183,000
Q4 2019

Feb 12, 2020

BUY
$50.81 - $56.72 $341,900 - $381,668
6,729 New
6,729 $379,000

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 $61.8B
  • 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
Track This Portfolio

Track Hhm Wealth Advisors, LLC Portfolio

Follow Hhm Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.