A detailed history of Occidental Asset Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Occidental Asset Management, LLC holds 5,350 shares of TFC stock, worth $257,335. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,350
Holding current value
$257,335
% of portfolio
0.04%

Shares

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

Oct 11, 2024

BUY
$38.22 - $44.94 $204,477 - $240,429
5,350 New
5,350 $228,000
Q4 2023

Jan 18, 2024

SELL
$27.03 - $37.64 $35,976 - $50,098
-1,331 Reduced 19.04%
5,660 $208,000
Q3 2023

Oct 18, 2023

SELL
$27.97 - $35.59 $2,125 - $2,704
-76 Reduced 1.08%
6,991 $200,000
Q1 2023

May 10, 2023

SELL
$30.56 - $50.39 $7,640 - $12,597
-250 Reduced 3.42%
7,067 $240,000
Q4 2022

Jan 23, 2023

BUY
$40.42 - $47.26 $34,357 - $40,171
850 Added 13.14%
7,317 $0
Q1 2022

May 04, 2022

BUY
$56.23 - $67.41 $4,273 - $5,123
76 Added 1.19%
6,467 $367,000
Q1 2021

May 06, 2021

BUY
$47.18 - $60.17 $11,700 - $14,922
248 Added 4.04%
6,391 $373,000
Q4 2020

Jan 28, 2021

BUY
$38.75 - $49.04 $238,041 - $301,252
6,143 New
6,143 $294,000

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 $63.8B
  • 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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