A detailed history of Sound View Wealth Advisors Group, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 27,225 shares of TFC stock, worth $1.3 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
27,225
Previous 23,217 17.26%
Holding current value
$1.3 Million
Previous $901,000 29.08%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Nov 12, 2024

BUY
$38.22 - $44.94 $153,185 - $180,119
4,008 Added 17.26%
27,225 $1.16 Million
Q2 2024

Aug 05, 2024

SELL
$35.41 - $40.18 $55,558 - $63,042
-1,569 Reduced 6.33%
23,217 $901,000
Q1 2024

May 09, 2024

SELL
$34.53 - $38.98 $12,603 - $14,227
-365 Reduced 1.45%
24,786 $966,000
Q4 2023

Feb 08, 2024

SELL
$27.03 - $37.64 $70,926 - $98,767
-2,624 Reduced 9.45%
25,151 $928,000
Q3 2023

Nov 07, 2023

BUY
$27.97 - $35.59 $2,349 - $2,989
84 Added 0.3%
27,775 $794,000
Q2 2023

Aug 08, 2023

BUY
$26.21 - $34.79 $32,631 - $43,313
1,245 Added 4.71%
27,691 $840,000
Q1 2023

May 12, 2023

BUY
$30.56 - $50.39 $602,459 - $993,388
19,714 Added 292.84%
26,446 $901,000
Q4 2022

Feb 08, 2023

SELL
$40.42 - $47.26 $2,021 - $2,363
-50 Reduced 0.74%
6,732 $289,000
Q3 2022

Nov 08, 2022

BUY
$20.41 - $50.47 $1,245 - $3,078
61 Added 0.91%
6,782 $295,000
Q2 2022

Aug 05, 2022

BUY
$45.68 - $55.36 $22,702 - $27,513
497 Added 7.99%
6,721 $319,000
Q1 2022

May 11, 2022

BUY
$56.23 - $67.41 $2,811 - $3,370
50 Added 0.81%
6,224 $353,000
Q4 2021

Jan 20, 2022

SELL
$55.67 - $65.14 $86,288 - $100,967
-1,550 Reduced 20.07%
6,174 $361,000
Q3 2021

Oct 21, 2021

BUY
$52.18 - $60.15 $6,679 - $7,699
128 Added 1.69%
7,724 $453,000
Q2 2021

Jul 21, 2021

BUY
$52.81 - $62.14 $18,589 - $21,873
352 Added 4.86%
7,596 $422,000
Q1 2021

Apr 28, 2021

SELL
$47.18 - $60.17 $802 - $1,022
-17 Reduced 0.23%
7,244 $422,000
Q4 2020

Feb 02, 2021

SELL
$38.75 - $49.04 $12,787 - $16,183
-330 Reduced 4.35%
7,261 $348,000
Q3 2020

Nov 09, 2020

SELL
$33.61 - $40.81 $56,935 - $69,132
-1,694 Reduced 18.24%
7,591 $289,000
Q2 2020

Aug 07, 2020

BUY
$27.21 - $46.37 $5,659 - $9,644
208 Added 2.29%
9,285 $349,000
Q1 2020

May 12, 2020

SELL
$25.69 - $56.67 $40,744 - $89,878
-1,586 Reduced 14.87%
9,077 $280,000
Q4 2019

Jan 27, 2020

BUY
$50.81 - $56.72 $541,787 - $604,805
10,663 New
10,663 $601,000

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 $63.4B
  • 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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