A detailed history of Reuter James Wealth Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 16,739 shares of TFC stock, worth $725,133. This represents 0.13% of its overall portfolio holdings.

Number of Shares
16,739
Previous 16,097 3.99%
Holding current value
$725,133
Previous $625,000 14.4%
% of portfolio
0.13%
Previous 0.47%

Shares

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

Nov 08, 2024

BUY
$38.22 - $44.94 $24,537 - $28,851
642 Added 3.99%
16,739 $715,000
Q2 2024

Aug 01, 2024

SELL
$35.41 - $40.18 $21,777 - $24,710
-615 Reduced 3.68%
16,097 $625,000
Q1 2024

May 06, 2024

SELL
$34.53 - $38.98 $11,636 - $13,136
-337 Reduced 1.98%
16,712 $651,000
Q4 2023

Apr 08, 2024

SELL
$27.03 - $37.64 $23,570 - $32,822
-872 Reduced 4.87%
17,049 $629,000
Q3 2023

Nov 13, 2023

SELL
$27.97 - $35.59 $727 - $925
-26 Reduced 0.14%
17,921 $512,000
Q2 2023

Aug 07, 2023

SELL
$26.21 - $34.79 $6,185 - $8,210
-236 Reduced 1.3%
17,947 $544,000
Q1 2023

May 10, 2023

BUY
$30.56 - $50.39 $115,791 - $190,927
3,789 Added 26.32%
18,183 $620,000
Q2 2022

Aug 09, 2022

BUY
$45.68 - $55.36 $267,502 - $324,188
5,856 Added 68.59%
14,394 $683,000
Q4 2021

Jan 25, 2022

BUY
$55.67 - $65.14 $475,310 - $556,165
8,538 New
8,538 $500,000

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 $57.5B
  • 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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