A detailed history of Boltwood Capital Management transactions in Truist Financial Corp stock. As of the latest transaction made, Boltwood Capital Management holds 10,385 shares of TFC stock, worth $444,685. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,385
Previous 11,510 9.77%
Holding current value
$444,685
Previous $447,000 0.89%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Oct 02, 2024

SELL
$38.22 - $44.94 $42,997 - $50,557
-1,125 Reduced 9.77%
10,385 $443,000
Q2 2024

Jul 08, 2024

SELL
$35.41 - $40.18 $177 - $200
-5 Reduced 0.04%
11,510 $447,000
Q1 2024

Apr 04, 2024

BUY
$34.53 - $38.98 $17,092 - $19,295
495 Added 4.49%
11,515 $448,000
Q4 2023

Jan 05, 2024

BUY
$27.03 - $37.64 $14,055 - $19,572
520 Added 4.95%
11,020 $406,000
Q3 2023

Oct 10, 2023

BUY
$27.97 - $35.59 $78,875 - $100,363
2,820 Added 36.72%
10,500 $300,000
Q2 2023

Jul 06, 2023

SELL
$26.21 - $34.79 $74,043 - $98,281
-2,825 Reduced 26.89%
7,680 $233,000
Q1 2023

Apr 03, 2023

BUY
$30.56 - $50.39 $94,888 - $156,460
3,105 Added 41.96%
10,505 $358,000
Q4 2022

Jan 06, 2023

BUY
$40.42 - $47.26 $11,721 - $13,705
290 Added 4.08%
7,400 $0
Q3 2022

Oct 04, 2022

BUY
$20.41 - $50.47 $24,900 - $61,573
1,220 Added 20.71%
7,110 $310,000
Q2 2022

Jul 07, 2022

BUY
$45.68 - $55.36 $269,055 - $326,070
5,890 New
5,890 $279,000
Q2 2020

Jul 02, 2020

SELL
$27.21 - $46.37 $373,484 - $636,474
-13,726 Closed
0 $0
Q1 2020

Apr 07, 2020

SELL
$25.69 - $56.67 $6,859 - $15,130
-267 Reduced 1.91%
13,726 $423,000
Q4 2019

Jan 07, 2020

BUY
$50.81 - $56.72 $710,984 - $793,682
13,993 New
13,993 $788,000

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 $56.8B
  • 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
Track This Portfolio

Track Boltwood Capital Management Portfolio

Follow Boltwood Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Boltwood Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Boltwood Capital Management with notifications on news.