A detailed history of Soa Wealth Advisors, Llc. transactions in Truist Financial Corp stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 2,858 shares of TFC stock, worth $133,039. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,858
Previous 2,723 4.96%
Holding current value
$133,039
Previous $105,000 16.19%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 08, 2024

BUY
$38.22 - $44.94 $5,159 - $6,066
135 Added 4.96%
2,858 $122,000
Q2 2024

Jul 17, 2024

BUY
$35.41 - $40.18 $83,673 - $94,945
2,363 Added 656.39%
2,723 $105,000
Q1 2024

Apr 10, 2024

BUY
$34.53 - $38.98 $12,430 - $14,032
360 New
360 $14,000
Q4 2020

Mar 10, 2021

BUY
$38.75 - $49.04 $7,750 - $9,808
200 New
200 $10,000

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 $61.8B
  • 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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