A detailed history of Winch Advisory Services, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Winch Advisory Services, LLC holds 1,273 shares of TFC stock, worth $57,450. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,273
Previous 1,265 0.63%
Holding current value
$57,450
Previous $49,000 10.2%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 21, 2024

BUY
$38.22 - $44.94 $305 - $359
8 Added 0.63%
1,273 $54,000
Q2 2024

Jul 31, 2024

SELL
$35.41 - $40.18 $5,701 - $6,468
-161 Reduced 11.29%
1,265 $49,000
Q1 2024

May 14, 2024

BUY
$34.53 - $38.98 $414 - $467
12 Added 0.85%
1,426 $55,000
Q4 2023

Jan 18, 2024

BUY
$27.03 - $37.64 $351 - $489
13 Added 0.93%
1,414 $52,000
Q3 2023

Nov 06, 2023

SELL
$27.97 - $35.59 $1,762 - $2,242
-63 Reduced 4.3%
1,401 $40,000
Q2 2023

Aug 08, 2023

BUY
$26.21 - $34.79 $18,058 - $23,970
689 Added 88.9%
1,464 $44,000
Q1 2023

May 10, 2023

BUY
$30.56 - $50.39 $23,684 - $39,052
775 New
775 $26,000

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 $59.9B
  • 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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