A detailed history of Valeo Financial Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 20,025 shares of TFC stock, worth $937,370. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,025
Previous 20,665 3.1%
Holding current value
$937,370
Previous $802,000 6.73%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 10, 2024

SELL
$38.22 - $44.94 $24,460 - $28,761
-640 Reduced 3.1%
20,025 $856,000
Q2 2024

Jul 10, 2024

SELL
$35.41 - $40.18 $73,581 - $83,494
-2,078 Reduced 9.14%
20,665 $802,000
Q1 2024

Apr 25, 2024

SELL
$34.53 - $38.98 $41,953 - $47,360
-1,215 Reduced 5.07%
22,743 $886,000
Q1 2024

Apr 19, 2024

BUY
$34.53 - $38.98 $43,680 - $49,309
1,265 Added 5.57%
23,958 $933,000
Q4 2023

Jan 29, 2024

SELL
$27.03 - $37.64 $126,121 - $175,628
-4,666 Reduced 17.05%
22,693 $837,000
Q3 2023

Oct 19, 2023

SELL
$27.97 - $35.59 $7,523 - $9,573
-269 Reduced 0.97%
27,359 $782,000
Q2 2023

Jul 14, 2023

BUY
$26.21 - $34.79 $34,413 - $45,679
1,313 Added 4.99%
27,628 $838,000
Q1 2023

Apr 17, 2023

BUY
$30.56 - $50.39 $136,480 - $225,041
4,466 Added 20.44%
26,315 $897,000
Q4 2022

Feb 09, 2023

BUY
$40.42 - $47.26 $44,421 - $51,938
1,099 Added 5.3%
21,849 $940,000
Q3 2022

Oct 31, 2022

BUY
$20.41 - $50.47 $51,127 - $126,427
2,505 Added 13.73%
20,750 $903,000
Q2 2022

Aug 03, 2022

SELL
$45.68 - $55.36 $383,940 - $465,300
-8,405 Reduced 31.54%
18,245 $865,000
Q1 2022

Apr 28, 2022

BUY
$56.23 - $67.41 $725,367 - $869,589
12,900 Added 93.82%
26,650 $1.51 Million
Q4 2021

Jan 07, 2022

BUY
$55.67 - $65.14 $61,738 - $72,240
1,109 Added 8.77%
13,750 $805,000
Q3 2021

Nov 02, 2021

BUY
$52.18 - $60.15 $127,736 - $147,247
2,448 Added 24.02%
12,641 $741,000
Q2 2021

Jul 22, 2021

BUY
$52.81 - $62.14 $107,521 - $126,517
2,036 Added 24.96%
10,193 $566,000
Q1 2021

Apr 12, 2021

BUY
$47.18 - $60.17 $7,831 - $9,988
166 Added 2.08%
8,157 $476,000
Q4 2020

Feb 11, 2021

SELL
$38.75 - $49.04 $31,542 - $39,918
-814 Reduced 9.24%
7,991 $383,000
Q3 2020

Oct 28, 2020

SELL
$33.61 - $40.81 $89,705 - $108,921
-2,669 Reduced 23.26%
8,805 $335,000
Q2 2020

Jul 20, 2020

BUY
$27.21 - $46.37 $80,079 - $136,466
2,943 Added 34.5%
11,474 $431,000
Q1 2020

Apr 13, 2020

SELL
$25.69 - $56.67 $3,211 - $7,083
-125 Reduced 1.44%
8,531 $316,000
Q4 2019

Jan 24, 2020

BUY
$50.81 - $56.72 $439,811 - $490,968
8,656 New
8,656 $485,000

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 $62.1B
  • 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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