A detailed history of Sugarloaf Wealth Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 5,550 shares of TFC stock, worth $258,352. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,550
Previous 5,547 0.05%
Holding current value
$258,352
Previous $215,000 10.23%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 08, 2024

BUY
$38.22 - $44.94 $114 - $134
3 Added 0.05%
5,550 $237,000
Q2 2024

Jul 08, 2024

SELL
$35.41 - $40.18 $885 - $1,004
-25 Reduced 0.45%
5,547 $215,000
Q1 2024

Apr 23, 2024

SELL
$34.53 - $38.98 $55,593 - $62,757
-1,610 Reduced 22.42%
5,572 $217,000
Q4 2023

Jan 10, 2024

BUY
$27.03 - $37.64 $44,923 - $62,557
1,662 Added 30.11%
7,182 $265,000
Q3 2023

Nov 13, 2023

BUY
$27.97 - $35.59 $335 - $427
12 Added 0.22%
5,520 $157,000
Q2 2023

Jul 13, 2023

SELL
$26.21 - $34.79 $17,613 - $23,378
-672 Reduced 10.87%
5,508 $167,000
Q1 2023

Apr 26, 2023

SELL
$30.56 - $50.39 $1,252 - $2,065
-41 Reduced 0.66%
6,180 $210,000
Q4 2022

Feb 03, 2023

SELL
$40.42 - $47.26 $237,952 - $278,219
-5,887 Reduced 48.62%
6,221 $267,000
Q3 2022

Oct 11, 2022

BUY
$20.41 - $50.47 $39,779 - $98,366
1,949 Added 19.18%
12,108 $528,000
Q2 2022

Jul 12, 2022

BUY
$45.68 - $55.36 $3,882 - $4,705
85 Added 0.84%
10,159 $482,000
Q1 2022

Apr 25, 2022

BUY
$56.23 - $67.41 $506 - $606
9 Added 0.09%
10,074 $571,000
Q4 2021

Jan 20, 2022

BUY
$55.67 - $65.14 $501 - $586
9 Added 0.09%
10,065 $589,000
Q3 2021

Oct 20, 2021

SELL
$52.18 - $60.15 $4,644 - $5,353
-89 Reduced 0.88%
10,056 $590,000
Q2 2021

Jul 20, 2021

BUY
$52.81 - $62.14 $21,440 - $25,228
406 Added 4.17%
10,145 $563,000
Q1 2021

Apr 19, 2021

BUY
$47.18 - $60.17 $235 - $300
5 Added 0.05%
9,739 $568,000
Q4 2020

Feb 03, 2021

SELL
$38.75 - $49.04 $6,355 - $8,042
-164 Reduced 1.66%
9,734 $467,000
Q3 2020

Nov 03, 2020

BUY
$33.61 - $40.81 $1,478 - $1,795
44 Added 0.45%
9,898 $373,000
Q2 2020

Jul 21, 2020

BUY
$27.21 - $46.37 $1,197 - $2,040
44 Added 0.45%
9,854 $370,000
Q1 2020

Apr 15, 2020

SELL
$25.69 - $56.67 $2,106 - $4,646
-82 Reduced 0.83%
9,810 $303,000
Q4 2019

Jan 29, 2020

BUY
$50.81 - $56.72 $502,612 - $561,074
9,892 New
9,892 $557,000

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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