A detailed history of Northern Oak Wealth Management Inc transactions in Truist Financial Corp stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 207,698 shares of TFC stock, worth $9.67 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
207,698
Previous 209,181 0.71%
Holding current value
$9.67 Million
Previous $8.13 Million 9.27%
% of portfolio
1.04%
Previous 0.98%

Shares

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

Oct 30, 2024

SELL
$38.22 - $44.94 $56,680 - $66,646
-1,483 Reduced 0.71%
207,698 $8.88 Million
Q2 2024

Jul 26, 2024

BUY
$35.41 - $40.18 $253,004 - $287,086
7,145 Added 3.54%
209,181 $8.13 Million
Q1 2024

May 01, 2024

BUY
$34.53 - $38.98 $559,869 - $632,021
16,214 Added 8.73%
202,036 $7.88 Million
Q4 2023

Jan 11, 2024

SELL
$27.03 - $37.64 $448,292 - $624,259
-16,585 Reduced 8.19%
185,822 $6.86 Million
Q3 2023

Oct 24, 2023

BUY
$27.97 - $35.59 $124,550 - $158,482
4,453 Added 2.25%
202,407 $5.79 Million
Q2 2023

Jul 31, 2023

BUY
$26.21 - $34.79 $1.57 Million - $2.08 Million
59,759 Added 43.24%
197,954 $6.01 Million
Q1 2023

May 09, 2023

BUY
$30.56 - $50.39 $2.32 Million - $3.83 Million
75,984 Added 122.14%
138,195 $4.71 Million
Q4 2022

Feb 13, 2023

BUY
$40.42 - $47.26 $2.23 Million - $2.61 Million
55,154 Added 781.55%
62,211 $2.68 Million
Q3 2022

Nov 14, 2022

BUY
$20.41 - $50.47 $143,380 - $354,551
7,025 Added 21953.13%
7,057 $307,000
Q2 2022

Aug 16, 2022

BUY
$45.68 - $55.36 $1,461 - $1,771
32 New
32 $2,000
Q1 2022

May 24, 2022

SELL
$56.23 - $67.41 $8,490 - $10,178
-151 Closed
0 $0
Q4 2021

Feb 16, 2022

BUY
$55.67 - $65.14 $8,406 - $9,836
151 New
151 $9,000

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
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