Laurel Wealth Advisors LLC Truist Financial Corp Transaction History

Laurel Wealth Advisors LLC

$617 Million
Q3 2024

A detailed history of Laurel Wealth Advisors LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Laurel Wealth Advisors LLC holds 54,873 shares of TFC stock, worth $2.38 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

54,873

Previous 51,383 6.79%

Holding current value

$2.38 Million

Previous $2 Million 17.48%

% of portfolio

0.38%

Previous 0.32%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$38.22 - $44.94 $133,387 - $156,840	3,490 Added 6.79%	54,873 $2.35 Million
Q2 2024 Jul 31, 2024	SELL	$35.41 - $40.18 $36,613 - $41,546	-1,034 Reduced 1.97%	51,383 $2 Million
Q1 2024 May 13, 2024	BUY	$34.53 - $38.98 $310 - $350	9 Added 0.02%	52,417 $2.04 Million
Q4 2023 Feb 13, 2024	SELL	$27.03 - $37.64 $44,545 - $62,030	-1,648 Reduced 3.05%	52,408 $1.93 Million
Q3 2023 Nov 14, 2023	SELL	$27.97 - $35.59 $48,947 - $62,282	-1,750 Reduced 3.14%	54,056 $1.55 Million
Q2 2023 Aug 14, 2023	SELL	$26.21 - $34.79 $3,957 - $5,253	-151 Reduced 0.27%	55,806 $1.69 Million
Q4 2022 Feb 07, 2023	SELL	$40.42 - $47.26 $16,168 - $18,904	-400 Reduced 0.71%	55,957 $2.41 Million
Q3 2022 Nov 15, 2022	BUY	$20.41 - $50.47 $285 - $706	14 Added 0.02%	56,357 $2.45 Million
Q2 2022 Aug 12, 2022	SELL	$45.68 - $55.36 $53,902 - $65,324	-1,180 Reduced 2.05%	56,343 $2.67 Million
Q4 2021 Feb 01, 2022	SELL	$55.67 - $65.14 $5,567 - $6,514	-100 Reduced 0.17%	57,523 $3.37 Million
Q3 2021 Nov 12, 2021	SELL	$52.18 - $60.15 $3,496 - $4,030	-67 Reduced 0.12%	57,623 $3.38 Million
Q2 2021 Aug 02, 2021	BUY	$52.81 - $62.14 $6,865 - $8,078	130 Added 0.23%	57,690 $3.2 Million
Q1 2021 May 04, 2021	SELL	$47.18 - $60.17 $127,386 - $162,459	-2,700 Reduced 4.48%	57,560 $3.36 Million
Q4 2020 Feb 04, 2021	SELL	$38.75 - $49.04 $3,875 - $4,904	-100 Reduced 0.17%	60,260 $2.89 Million
Q3 2020 Nov 10, 2020	SELL	$33.61 - $40.81 $11,427 - $13,875	-340 Reduced 0.56%	60,360 $2.3 Million
Q2 2020 Aug 06, 2020	SELL	$27.21 - $46.37 $4,081 - $6,955	-150 Reduced 0.25%	60,700 $2.28 Million
Q1 2020 Apr 30, 2020	SELL	$25.69 - $56.67 $6,602 - $14,564	-257 Reduced 0.42%	60,850 $1.88 Million
Q4 2019 Jan 31, 2020	BUY	$50.81 - $56.72 $3.1 Million - $3.47 Million	61,107 New	61,107 $3.44 Million

Others Institutions Holding TFC

# of Institutions

1,647

Shares Held

944M

Call Options Held

9.38M

Put Options Held

6.49M

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 $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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Laurel Wealth Advisors LLC with notifications on news.

Account

Laurel Wealth Advisors LLC Truist Financial Corp Transaction History