Spire Wealth Management Truist Financial Corp Transaction History

Spire Wealth Management

$3.02 Billion
Q1 2025

A detailed history of Spire Wealth Management transactions in Truist Financial Corp stock. As of the latest transaction made, Spire Wealth Management holds 14,659 shares of TFC stock, worth $597,061. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,659

Previous 23,885 38.63%

Holding current value

$597,061

Previous $1.04 Million 41.8%

% of portfolio

0.02%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$39.48 - $48.15 $364,242 - $444,231	-9,226 Reduced 38.63%	14,659 $603,000
Q4 2024 Jan 24, 2025	SELL	$41.51 - $48.1 $31,547 - $36,556	-760 Reduced 3.08%	23,885 $1.04 Million
Q3 2024 Oct 15, 2024	BUY	$38.22 - $44.94 $71,662 - $84,262	1,875 Added 8.23%	24,645 $1.05 Million
Q2 2024 Jul 31, 2024	SELL	$35.41 - $40.18 $493,509 - $559,988	-13,937 Reduced 37.97%	22,770 $884,000
Q1 2024 Apr 24, 2024	BUY	$34.53 - $38.98 $264,223 - $298,274	7,652 Added 26.34%	36,707 $1.43 Million
Q4 2023 Feb 06, 2024	BUY	$27.03 - $37.64 $17,758 - $24,729	657 Added 2.31%	29,055 $1.07 Million
Q3 2023 Nov 08, 2023	BUY	$27.97 - $35.59 $306,998 - $390,635	10,976 Added 63.0%	28,398 $812,000
Q2 2023 Aug 09, 2023	SELL	$26.21 - $34.79 $29,774 - $39,521	-1,136 Reduced 6.12%	17,422 $528,000
Q1 2023 May 09, 2023	BUY	$30.56 - $50.39 $295,851 - $487,825	9,681 Added 109.06%	18,558 $632,000
Q4 2022 Feb 03, 2023	BUY	$40.42 - $47.26 $46,200 - $54,018	1,143 Added 14.78%	8,877 $382,000
Q3 2022 Nov 07, 2022	SELL	$20.41 - $50.47 $321,682 - $795,457	-15,761 Reduced 67.08%	7,734 $337,000
Q2 2022 Jul 22, 2022	SELL	$45.68 - $55.36 $622,801 - $754,778	-13,634 Reduced 36.72%	23,495 $1.11 Million
Q1 2022 Apr 18, 2022	BUY	$56.23 - $67.41 $27,552 - $33,030	490 Added 1.34%	37,129 $2.11 Million
Q4 2021 Jan 14, 2022	SELL	$55.67 - $65.14 $87,012 - $101,813	-1,563 Reduced 4.09%	36,639 $2.15 Million
Q3 2021 Oct 22, 2021	SELL	$52.18 - $60.15 $7,513 - $8,661	-144 Reduced 0.38%	38,202 $2.24 Million
Q2 2021 Jul 26, 2021	BUY	$52.81 - $62.14 $61,470 - $72,330	1,164 Added 3.13%	38,346 $2.13 Million
Q1 2021 May 21, 2021	BUY	$47.18 - $60.17 $1.75 Million - $2.24 Million	37,182 New	37,182 $2.04 Million

Others Institutions Holding TFC

# of Institutions

1,766

Shares Held

961M

Call Options Held

12.5M

Put Options Held

7.03M

View Full List

About TRUIST FINANCIAL CORP

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $54B
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...

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Spire Wealth Management Truist Financial Corp Transaction History