A detailed history of Summit Asset Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Summit Asset Management, LLC holds 9,192 shares of TFC stock, worth $427,887. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,192
Previous 9,177 0.16%
Holding current value
$427,887
Previous $356,000 10.11%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 06, 2024

BUY
$38.22 - $44.94 $573 - $674
15 Added 0.16%
9,192 $392,000
Q2 2024

Aug 05, 2024

BUY
$35.41 - $40.18 $601 - $683
17 Added 0.19%
9,177 $356,000
Q1 2024

May 06, 2024

BUY
$34.53 - $38.98 $621 - $701
18 Added 0.2%
9,160 $357,000
Q4 2023

Feb 06, 2024

BUY
$27.03 - $37.64 $540 - $752
20 Added 0.22%
9,142 $337,000
Q3 2023

Nov 06, 2023

BUY
$27.97 - $35.59 $559 - $711
20 Added 0.22%
9,122 $260,000
Q2 2023

Aug 07, 2023

SELL
$26.21 - $34.79 $9,068 - $12,037
-346 Reduced 3.66%
9,102 $276,000
Q1 2023

May 11, 2023

SELL
$30.56 - $50.39 $2,719 - $4,484
-89 Reduced 0.93%
9,448 $322,000
Q4 2022

Feb 13, 2023

BUY
$40.42 - $47.26 $525 - $614
13 Added 0.14%
9,537 $410,000
Q3 2022

Nov 07, 2022

BUY
$20.41 - $50.47 $265 - $656
13 Added 0.14%
9,524 $415,000
Q2 2022

Aug 10, 2022

SELL
$45.68 - $55.36 $48,786 - $59,124
-1,068 Reduced 10.1%
9,511 $451,000
Q1 2022

May 09, 2022

BUY
$56.23 - $67.41 $21,030 - $25,211
374 Added 3.66%
10,579 $600,000
Q4 2021

Feb 11, 2022

SELL
$55.67 - $65.14 $51,884 - $60,710
-932 Reduced 8.37%
10,205 $598,000
Q3 2021

Nov 08, 2021

SELL
$52.18 - $60.15 $50,301 - $57,984
-964 Reduced 7.97%
11,137 $653,000
Q2 2021

Aug 06, 2021

SELL
$52.81 - $62.14 $122,202 - $143,791
-2,314 Reduced 16.05%
12,101 $672,000
Q1 2021

May 07, 2021

SELL
$47.18 - $60.17 $3,680 - $4,693
-78 Reduced 0.54%
14,415 $841,000
Q4 2020

Feb 09, 2021

SELL
$38.75 - $49.04 $6,858 - $8,680
-177 Reduced 1.21%
14,493 $695,000
Q3 2020

Nov 06, 2020

BUY
$33.61 - $40.81 $49,541 - $60,153
1,474 Added 11.17%
14,670 $558,000
Q2 2020

Aug 07, 2020

BUY
$27.21 - $46.37 $1,904 - $3,245
70 Added 0.53%
13,196 $496,000
Q1 2020

May 08, 2020

BUY
$25.69 - $56.67 $1,438 - $3,173
56 Added 0.43%
13,126 $405,000
Q4 2019

Feb 07, 2020

BUY
$50.81 - $56.72 $664,086 - $741,330
13,070 New
13,070 $736,000

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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