A detailed history of Oak Harbor Wealth Partners, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 38,657 shares of TFC stock, worth $1.8 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
38,657
Previous 38,877 0.57%
Holding current value
$1.8 Million
Previous $1.51 Million 9.4%
% of portfolio
0.47%
Previous 0.48%

Shares

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

Nov 06, 2024

SELL
$38.22 - $44.94 $8,408 - $9,886
-220 Reduced 0.57%
38,657 $1.65 Million
Q2 2024

Jul 18, 2024

BUY
$35.41 - $40.18 $566 - $642
16 Added 0.04%
38,877 $1.51 Million
Q1 2024

Apr 23, 2024

SELL
$34.53 - $38.98 $21,753 - $24,557
-630 Reduced 1.6%
38,861 $1.51 Million
Q4 2023

Feb 09, 2024

SELL
$27.03 - $37.64 $44,437 - $61,880
-1,644 Reduced 4.0%
39,491 $1.46 Million
Q3 2023

Oct 19, 2023

SELL
$27.97 - $35.59 $89,839 - $114,315
-3,212 Reduced 7.24%
41,135 $1.18 Million
Q2 2023

Jul 27, 2023

BUY
$26.21 - $34.79 $111,287 - $147,718
4,246 Added 10.59%
44,347 $1.35 Million
Q1 2023

Apr 24, 2023

SELL
$30.56 - $50.39 $3,972 - $6,550
-130 Reduced 0.32%
40,101 $1.37 Million
Q4 2022

Jan 18, 2023

BUY
$40.42 - $47.26 $162,771 - $190,316
4,027 Added 11.12%
40,231 $0
Q3 2022

Nov 03, 2022

BUY
$20.41 - $50.47 $35,452 - $87,666
1,737 Added 5.04%
36,204 $1.58 Million
Q2 2022

Jul 25, 2022

BUY
$45.68 - $55.36 $55,044 - $66,708
1,205 Added 3.62%
34,467 $1.64 Million
Q1 2022

May 11, 2022

SELL
$56.23 - $67.41 $36,943 - $44,288
-657 Reduced 1.94%
33,262 $1.89 Million
Q4 2021

Feb 17, 2022

BUY
$55.67 - $65.14 $1.89 Million - $2.21 Million
33,919 New
33,919 $1.99 Million

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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