A detailed history of Successful Portfolios LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Successful Portfolios LLC holds 10,341 shares of TFC stock, worth $439,699. This represents 0.28% of its overall portfolio holdings.

Number of Shares
10,341
Previous 10,334 0.07%
Holding current value
$439,699
Previous $402,000 0.25%
% of portfolio
0.28%
Previous 0.27%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$35.41 - $40.18 $247 - $281
7 Added 0.07%
10,341 $401,000
Q1 2024

Apr 17, 2024

BUY
$34.53 - $38.98 $172 - $194
5 Added 0.05%
10,334 $402,000
Q4 2023

Jan 18, 2024

BUY
$27.03 - $37.64 $189 - $263
7 Added 0.07%
10,329 $381,000
Q3 2023

Oct 10, 2023

BUY
$27.97 - $35.59 $14,488 - $18,435
518 Added 5.28%
10,322 $295,000
Q2 2023

Jul 20, 2023

SELL
$26.21 - $34.79 $64,895 - $86,140
-2,476 Reduced 20.16%
9,804 $297,000
Q1 2023

Apr 21, 2023

SELL
$30.56 - $50.39 $3,056 - $5,039
-100 Reduced 0.81%
12,280 $418,000
Q4 2021

Jan 26, 2022

BUY
$55.67 - $65.14 $8,072 - $9,445
145 Added 1.19%
12,380 $725,000
Q3 2021

Oct 14, 2021

BUY
$52.18 - $60.15 $269,457 - $310,614
5,164 Added 73.03%
12,235 $718,000
Q2 2021

Jul 23, 2021

SELL
$52.81 - $62.14 $1,320 - $1,553
-25 Reduced 0.35%
7,071 $392,000
Q1 2021

Apr 20, 2021

BUY
$47.18 - $60.17 $1,792 - $2,286
38 Added 0.54%
7,096 $414,000
Q4 2020

Feb 02, 2021

SELL
$38.75 - $49.04 $13,252 - $16,771
-342 Reduced 4.62%
7,058 $338,000
Q3 2020

Oct 13, 2020

BUY
$33.61 - $40.81 $1,680 - $2,040
50 Added 0.68%
7,400 $282,000
Q4 2019

Jan 23, 2020

BUY
$50.81 - $56.72 $373,453 - $416,892
7,350 New
7,350 $414,000

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 $56.4B
  • 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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