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 $342,933. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,367
Previous 18,244 59.62%
Holding current value
$342,933
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 $61.8B
  • 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
Track This Portfolio

Track Mbl Wealth, LLC Portfolio

Follow Mbl Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Mbl Wealth, LLC with notifications on news.