A detailed history of Morton Brown Family Wealth, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 407 shares of TFC stock, worth $18,945. This represents 0.01% of its overall portfolio holdings.

Number of Shares
407
Previous 403 0.99%
Holding current value
$18,945
Previous $15,000 13.33%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 24, 2024

BUY
$38.22 - $44.94 $152 - $179
4 Added 0.99%
407 $17,000
Q2 2024

Jul 30, 2024

BUY
$35.41 - $40.18 $141 - $160
4 Added 1.0%
403 $15,000
Q1 2024

Apr 23, 2024

SELL
$34.53 - $38.98 $18,128 - $20,464
-525 Reduced 56.82%
399 $15,000
Q4 2023

Jan 26, 2024

BUY
$27.03 - $37.64 $17,542 - $24,428
649 Added 236.0%
924 $34,000
Q3 2023

Oct 18, 2023

BUY
$27.97 - $35.59 $111 - $142
4 Added 1.48%
275 $7,000
Q2 2023

Jul 25, 2023

BUY
$26.21 - $34.79 $131 - $173
5 Added 1.88%
271 $8,000
Q1 2023

Apr 25, 2023

BUY
$30.56 - $50.39 $91 - $151
3 Added 1.14%
266 $9,000
Q4 2022

Feb 01, 2023

SELL
$40.42 - $47.26 $3,759 - $4,395
-93 Reduced 26.12%
263 $11,000
Q3 2022

Oct 31, 2022

BUY
$20.41 - $50.47 $265 - $656
13 Added 3.79%
356 $16,000
Q2 2022

Jul 21, 2022

BUY
$45.68 - $55.36 $4,019 - $4,871
88 Added 34.51%
343 $16,000
Q1 2022

Apr 20, 2022

BUY
$56.23 - $67.41 $112 - $134
2 Added 0.79%
255 $14,000
Q4 2021

Feb 11, 2022

BUY
$55.67 - $65.14 $14,084 - $16,480
253 New
253 $15,000

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 Morton Brown Family Wealth, LLC Portfolio

Follow Morton Brown Family 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 Morton Brown Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morton Brown Family Wealth, LLC with notifications on news.