A detailed history of Octavia Wealth Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 45,957 shares of TFC stock, worth $2.02 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
45,957
Previous 31,483 45.97%
Holding current value
$2.02 Million
Previous $1.22 Million 60.59%
% of portfolio
0.24%
Previous 0.17%

Shares

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

Oct 10, 2024

BUY
$38.22 - $44.94 $553,196 - $650,461
14,474 Added 45.97%
45,957 $1.96 Million
Q2 2024

Aug 01, 2024

BUY
$35.41 - $40.18 $368,936 - $418,635
10,419 Added 49.46%
31,483 $1.22 Million
Q1 2024

Apr 15, 2024

BUY
$34.53 - $38.98 $220,059 - $248,419
6,373 Added 43.38%
21,064 $821,000
Q4 2023

Jan 30, 2024

BUY
$27.03 - $37.64 $173,397 - $241,460
6,415 Added 77.51%
14,691 $542,000
Q3 2023

Oct 30, 2023

BUY
$27.97 - $35.59 $231,479 - $294,542
8,276 New
8,276 $236,000

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 $58.4B
  • 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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