A detailed history of Lake Street Advisors Group, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 9,106 shares of TFC stock, worth $437,998. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,106
Previous 8,418 8.17%
Holding current value
$437,998
Previous $327,000 18.96%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 23, 2024

BUY
$38.22 - $44.94 $26,295 - $30,918
688 Added 8.17%
9,106 $389,000
Q2 2024

Aug 05, 2024

BUY
$35.41 - $40.18 $4,213 - $4,781
119 Added 1.43%
8,418 $327,000
Q1 2024

May 13, 2024

BUY
$34.53 - $38.98 $87,844 - $99,165
2,544 Added 44.21%
8,299 $323,000
Q4 2023

May 30, 2024

SELL
$27.03 - $37.64 $3,000 - $4,178
-111 Reduced 1.34%
8,188 $302,000
Q4 2023

Feb 13, 2024

SELL
$27.03 - $37.64 $119,661 - $166,632
-4,427 Reduced 43.48%
5,755 $212,000
Q3 2023

Nov 14, 2023

SELL
$27.97 - $35.59 $44,164 - $56,196
-1,579 Reduced 13.43%
10,182 $291,000
Q2 2023

Aug 10, 2023

SELL
$26.21 - $34.79 $26,262 - $34,859
-1,002 Reduced 7.85%
11,761 $357,000
Q1 2023

May 15, 2023

BUY
$30.56 - $50.39 $19,527 - $32,199
639 Added 5.27%
12,763 $435,000
Q4 2022

Feb 13, 2023

SELL
$40.42 - $47.26 $95,472 - $111,628
-2,362 Reduced 16.31%
12,124 $522,000
Q3 2022

Nov 14, 2022

BUY
$20.41 - $50.47 $23,267 - $57,535
1,140 Added 8.54%
14,486 $631,000
Q2 2022

Aug 02, 2022

SELL
$45.68 - $55.36 $20,099 - $24,358
-440 Reduced 3.19%
13,346 $633,000
Q1 2022

May 11, 2022

BUY
$56.23 - $67.41 $128,879 - $154,503
2,292 Added 19.94%
13,786 $782,000
Q4 2021

Feb 15, 2022

BUY
$55.67 - $65.14 $639,870 - $748,719
11,494 New
11,494 $673,000
Q3 2021

Nov 15, 2021

SELL
$52.18 - $60.15 $480,108 - $553,440
-9,201 Closed
0 $0
Q1 2021

May 14, 2021

BUY
$47.18 - $60.17 $4,104 - $5,234
87 Added 0.95%
9,201 $537,000
Q4 2020

Feb 12, 2021

BUY
$38.75 - $49.04 $1,433 - $1,814
37 Added 0.41%
9,114 $437,000
Q3 2020

Nov 13, 2020

BUY
$33.61 - $40.81 $2,386 - $2,897
71 Added 0.79%
9,077 $345,000
Q2 2020

Aug 13, 2020

SELL
$27.21 - $46.37 $12,326 - $21,005
-453 Reduced 4.79%
9,006 $338,000
Q1 2020

May 14, 2020

BUY
$25.69 - $56.67 $36,659 - $80,868
1,427 Added 17.77%
9,459 $292,000
Q4 2019

Feb 12, 2020

BUY
$50.81 - $56.72 $408,105 - $455,575
8,032 New
8,032 $452,000

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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