A detailed history of Ibex Wealth Advisors transactions in Truist Financial Corp stock. As of the latest transaction made, Ibex Wealth Advisors holds 18,656 shares of TFC stock, worth $808,177. This represents 0.07% of its overall portfolio holdings.

Number of Shares
18,656
Previous 114,890 83.76%
Holding current value
$808,177
Previous $4.46 Million 82.14%
% of portfolio
0.07%
Previous 0.7%

Shares

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

Nov 04, 2024

SELL
$38.22 - $44.94 $3.68 Million - $4.32 Million
-96,234 Reduced 83.76%
18,656 $797,000
Q2 2024

Aug 06, 2024

BUY
$35.41 - $40.18 $4.07 Million - $4.62 Million
114,890 New
114,890 $4.46 Million
Q4 2023

Jan 29, 2024

BUY
$27.03 - $37.64 $2,486 - $3,462
92 New
92 $3.39 Million
Q1 2023

May 15, 2023

BUY
$30.56 - $50.39 $2.35 Million - $3.88 Million
76,980 New
76,980 $2.63 Million
Q4 2021

Feb 22, 2022

SELL
$55.67 - $65.14 $5.47 Million - $6.4 Million
-98,284 Closed
0 $0
Q3 2021

Nov 12, 2021

BUY
$52.18 - $60.15 $196,718 - $226,765
3,770 Added 3.99%
98,284 $5.76 Million
Q2 2021

Aug 20, 2021

BUY
$52.81 - $62.14 $4.99 Million - $5.87 Million
94,514 New
94,514 $5.25 Million

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 $57.5B
  • 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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