A detailed history of Mbl Wealth, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Mbl Wealth, LLC holds 7,367 shares of TFC stock, worth $313,465. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,367
Previous 18,244 59.62%
Holding current value
$313,465
Previous $711,000 59.77%
% of portfolio
0.03%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$35.41 - $40.18 $385,154 - $437,037
-10,877 Reduced 59.62%
7,367 $286,000
Q1 2024

Apr 22, 2024

SELL
$34.53 - $38.98 $477,135 - $538,625
-13,818 Reduced 43.1%
18,244 $711,000
Q4 2023

Jan 18, 2024

BUY
$27.03 - $37.64 $5,946 - $8,280
220 Added 0.69%
32,062 $1.18 Million
Q3 2023

Oct 11, 2023

SELL
$27.97 - $35.59 $56,051 - $71,322
-2,004 Reduced 5.92%
31,842 $910,000
Q2 2023

Jul 17, 2023

BUY
$26.21 - $34.79 $106,779 - $141,734
4,074 Added 13.68%
33,846 $1.03 Million
Q1 2023

Apr 11, 2023

BUY
$30.56 - $50.39 $909,832 - $1.5 Million
29,772 New
29,772 $1.02 Million
Q2 2022

Jan 12, 2023

SELL
$45.68 - $55.36 $226,755 - $274,807
-4,964 Closed
0 $0
Q1 2022

May 02, 2022

BUY
$56.23 - $67.41 $279,125 - $334,623
4,964 New
4,964 $281,000
Q3 2021

Oct 25, 2021

SELL
$52.18 - $60.15 $405,542 - $467,485
-7,772 Closed
0 $0
Q1 2021

May 27, 2021

BUY
$47.18 - $60.17 $20,334 - $25,933
431 Added 5.87%
7,772 $453,000
Q4 2020

Feb 16, 2021

BUY
$38.75 - $49.04 $284,463 - $360,002
7,341 New
7,341 $352,000

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 $56.5B
  • 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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