A detailed history of Strategic Wealth Investment Group, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 6,004 shares of TFC stock, worth $264,115. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,004
Previous 5,827 3.04%
Holding current value
$264,115
Previous $226,000 13.27%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 24, 2024

BUY
$38.22 - $44.94 $6,764 - $7,954
177 Added 3.04%
6,004 $256,000
Q2 2024

Aug 13, 2024

BUY
$35.41 - $40.18 $3,186 - $3,616
90 Added 1.57%
5,827 $226,000
Q4 2023

Jan 16, 2024

BUY
$27.03 - $37.64 $155,071 - $215,940
5,737 New
5,737 $211,000
Q4 2022

Jan 27, 2023

SELL
$40.42 - $47.26 $3,759 - $4,395
-93 Reduced 1.76%
5,205 $0
Q3 2022

Oct 21, 2022

SELL
$20.41 - $50.47 $8,898 - $22,004
-436 Reduced 7.6%
5,298 $231,000
Q2 2022

Aug 08, 2022

BUY
$45.68 - $55.36 $44,766 - $54,252
980 Added 20.61%
5,734 $272,000
Q1 2022

Apr 26, 2022

BUY
$56.23 - $67.41 $267,317 - $320,467
4,754 New
4,754 $270,000
Q4 2021

Jan 21, 2022

SELL
$55.67 - $65.14 $249,568 - $292,022
-4,483 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$52.18 - $60.15 $1,304 - $1,503
25 Added 0.56%
4,483 $263,000
Q2 2021

Jul 16, 2021

BUY
$52.81 - $62.14 $10,245 - $12,055
194 Added 4.55%
4,458 $247,000
Q1 2021

Apr 22, 2021

BUY
$47.18 - $60.17 $1,556 - $1,985
33 Added 0.78%
4,264 $249,000
Q4 2020

Jan 26, 2021

BUY
$38.75 - $49.04 $163,951 - $207,488
4,231 New
4,231 $203,000
Q1 2020

Apr 20, 2020

SELL
$25.69 - $56.67 $179,110 - $395,103
-6,972 Closed
0 $0
Q4 2019

Feb 11, 2020

BUY
$50.81 - $56.72 $354,247 - $395,451
6,972 New
6,972 $393,000

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 $58.4B
  • 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
Track This Portfolio

Track Strategic Wealth Investment Group, LLC Portfolio

Follow Strategic Wealth Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Investment Group, LLC with notifications on news.