Optimum Investment Advisors Truist Financial Corp Transaction History

Optimum Investment Advisors

  • $227 Million
  • Q3 2024

A detailed history of Optimum Investment Advisors transactions in Truist Financial Corp stock. As of the latest transaction made, Optimum Investment Advisors holds 1,671 shares of TFC stock, worth $80,458. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,671
Previous 1,671 -0.0%
Holding current value
$80,458
Previous $64,000 10.94%
% of portfolio
0.03%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
BUY
$35.41 - $40.18 $10,622 - $12,054
300 Added 21.88%
1,671 $64,000
Q3 2023

Oct 13, 2023
SELL
$27.97 - $35.59 $56,611 - $72,034
-2,024 Reduced 59.62%
1,371 $39,000
Q2 2023

Aug 03, 2023
SELL
$26.21 - $34.79 $6,657 - $8,836
-254 Reduced 6.96%
3,395 $103,000
Q1 2023

May 03, 2023
SELL
$30.56 - $50.39 $55,772 - $91,961
-1,825 Reduced 33.34%
3,649 $124,000
Q4 2022

Jan 05, 2023
SELL
$40.42 - $47.26 $16,168 - $18,904
-400 Reduced 6.81%
5,474 $0
Q3 2022

Oct 24, 2022
BUY
$20.41 - $50.47 $5,694 - $14,081
279 Added 4.99%
5,874 $256,000
Q2 2022

Jul 12, 2022
BUY
$45.68 - $55.36 $22,840 - $27,680
500 Added 9.81%
5,595 $265,000
Q1 2022

Apr 08, 2022
SELL
$56.23 - $67.41 $16,869 - $20,223
-300 Reduced 5.56%
5,095 $289,000
Q4 2021

Mar 17, 2022
BUY
$55.67 - $65.14 $147,525 - $172,621
2,650 Added 96.54%
5,395 $316,000
Q3 2021

Oct 22, 2021
SELL
$52.18 - $60.15 $713,926 - $822,972
-13,682 Reduced 83.29%
2,745 $161,000
Q2 2021

Aug 02, 2021
SELL
$52.81 - $62.14 $27,355 - $32,188
-518 Reduced 3.06%
16,427 $912,000
Q4 2020

Jan 21, 2021
BUY
$38.75 - $49.04 $34,100 - $43,155
880 Added 5.48%
16,945 $812,000
Q3 2020

Oct 06, 2020
SELL
$33.61 - $40.81 $24,232 - $29,424
-721 Reduced 4.3%
16,065 $611,000
Q2 2020

Jul 16, 2020
SELL
$27.21 - $46.37 $172,674 - $294,264
-6,346 Reduced 27.43%
16,786 $630,000
Q1 2020

Apr 21, 2020
BUY
$25.69 - $56.67 $7,732 - $17,057
301 Added 1.32%
23,132 $713,000
Q4 2019

Jan 22, 2020
BUY
$50.81 - $56.72 $1.16 Million - $1.29 Million
22,831 New
22,831 $1.29 Million

Others Institutions Holding TFC

# of Institutions
1,674
Shares Held
947M
Call Options Held
9.36M
Put Options Held
6.48M
View Full List

About TRUIST FINANCIAL CORP

TFC Quotes by TradingView
  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $63.9B
  • 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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