A detailed history of Simon Quick Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 5,466 shares of TFC stock, worth $260,290. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,466
Previous 4,769 14.62%
Holding current value
$260,290
Previous $203,000 16.75%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

BUY
$41.51 - $48.1 $28,932 - $33,525
697 Added 14.62%
5,466 $237,000
Q3 2024

Oct 15, 2024

BUY
$38.22 - $44.94 $182,271 - $214,318
4,769 New
4,769 $203,000
Q2 2022

Aug 08, 2022

SELL
$45.68 - $55.36 $416,099 - $504,274
-9,109 Closed
0 $0
Q1 2022

May 05, 2022

BUY
$56.23 - $67.41 $4,667 - $5,595
83 Added 0.92%
9,109 $516,000
Q4 2021

Feb 08, 2022

BUY
$55.67 - $65.14 $436,230 - $510,437
7,836 Added 658.49%
9,026 $528,000
Q3 2021

Oct 27, 2021

BUY
$52.18 - $60.15 $17,845 - $20,571
342 Added 40.33%
1,190 $69,000
Q2 2021

Jul 21, 2021

BUY
$52.81 - $62.14 $158 - $186
3 Added 0.36%
848 $47,000
Q1 2021

May 06, 2021

BUY
$47.18 - $60.17 $283 - $361
6 Added 0.72%
845 $49,000
Q4 2020

Jan 27, 2021

BUY
$38.75 - $49.04 $310 - $392
8 Added 0.96%
839 $40,000
Q3 2020

Oct 26, 2020

SELL
$33.61 - $40.81 $4,739 - $5,754
-141 Reduced 14.51%
831 $32,000
Q2 2020

Aug 04, 2020

SELL
$27.21 - $46.37 $15,618 - $26,616
-574 Reduced 37.13%
972 $37,000
Q1 2020

Apr 09, 2020

SELL
$25.69 - $56.67 $5,138 - $11,334
-200 Reduced 11.45%
1,546 $48,000
Q4 2019

Jan 06, 2020

BUY
$50.81 - $56.72 $88,714 - $99,033
1,746 New
1,746 $98,000

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 $63.2B
  • 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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