Live Oak Private Wealth LLC Truist Financial Corp Transaction History

Live Oak Private Wealth LLC

  • $593 Million
  • Q3 2024

A detailed history of Live Oak Private Wealth LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 15,410 shares of TFC stock, worth $735,057. This represents 0.11% of its overall portfolio holdings.

Number of Shares
15,410
Previous 14,104 9.26%
Holding current value
$735,057
Previous $547,000 20.29%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 22, 2024
BUY
$38.22 - $44.94 $49,915 - $58,691
1,306 Added 9.26%
15,410 $658,000
Q2 2024

Jul 17, 2024
BUY
$35.41 - $40.18 $97,200 - $110,294
2,745 Added 24.17%
14,104 $547,000
Q1 2024

Apr 23, 2024
SELL
$34.53 - $38.98 $2,071 - $2,338
-60 Reduced 0.53%
11,359 $442,000
Q4 2023

Jan 29, 2024
SELL
$27.03 - $37.64 $25,678 - $35,758
-950 Reduced 7.68%
11,419 $421,000
Q3 2023

Oct 23, 2023
SELL
$27.97 - $35.59 $30,683 - $39,042
-1,097 Reduced 8.15%
12,369 $353,000
Q2 2023

Aug 07, 2023
SELL
$26.21 - $34.79 $6,185 - $8,210
-236 Reduced 1.72%
13,466 $408,000
Q1 2023

May 08, 2023
BUY
$30.56 - $50.39 $99,320 - $163,767
3,250 Added 31.09%
13,702 $467,000
Q4 2022

Feb 10, 2023
SELL
$40.42 - $47.26 $4,971 - $5,812
-123 Reduced 1.16%
10,452 $449,000
Q2 2022

Jul 27, 2022
SELL
$45.68 - $55.36 $9,318 - $11,293
-204 Reduced 1.89%
10,575 $502,000
Q1 2022

Apr 21, 2022
SELL
$56.23 - $67.41 $10,683 - $12,807
-190 Reduced 1.73%
10,779 $611,000
Q4 2021

Feb 08, 2022
SELL
$55.67 - $65.14 $347,770 - $406,929
-6,247 Reduced 36.29%
10,969 $642,000
Q3 2021

Oct 29, 2021
BUY
$52.18 - $60.15 $428,971 - $494,493
8,221 Added 91.4%
17,216 $1.01 Million
Q1 2021

May 11, 2021
SELL
$47.18 - $60.17 $623,813 - $795,567
-13,222 Reduced 59.51%
8,995 $525,000
Q4 2020

Jan 26, 2021
BUY
$38.75 - $49.04 $408,502 - $516,979
10,542 Added 90.3%
22,217 $1.07 Million
Q3 2020

Nov 09, 2020
SELL
$33.61 - $40.81 $37,340 - $45,339
-1,111 Reduced 8.69%
11,675 $444,000
Q2 2020

Aug 03, 2020
BUY
$27.21 - $46.37 $142,063 - $242,097
5,221 Added 69.02%
12,786 $480,000
Q1 2020

May 11, 2020
BUY
$25.69 - $56.67 $52,998 - $116,910
2,063 Added 37.5%
7,565 $233,000
Q4 2019

Feb 13, 2020
BUY
$50.81 - $56.72 $279,556 - $312,073
5,502 New
5,502 $310,000

Others Institutions Holding TFC

# of Institutions
1,647
Shares Held
946M
Call Options Held
9.38M
Put Options Held
6.49M
View Full List

About TRUIST FINANCIAL CORP

TFC Quotes by TradingView
  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $63.3B
  • 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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