A detailed history of Carson Advisory Inc. transactions in Truist Financial Corp stock. As of the latest transaction made, Carson Advisory Inc. holds 20,343 shares of TFC stock, worth $870,273. This represents 0.57% of its overall portfolio holdings.

Number of Shares
20,343
Previous 21,278 4.39%
Holding current value
$870,273
Previous $826,000 5.21%
% of portfolio
0.57%
Previous 0.6%

Shares

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

Nov 01, 2024

SELL
$38.22 - $44.94 $35,735 - $42,018
-935 Reduced 4.39%
20,343 $869,000
Q2 2024

Aug 07, 2024

SELL
$35.41 - $40.18 $24,786 - $28,126
-700 Reduced 3.19%
21,278 $826,000
Q1 2024

May 03, 2024

BUY
$34.53 - $38.98 $1,726 - $1,948
50 Added 0.23%
21,978 $856,000
Q4 2023

Feb 06, 2024

BUY
$27.03 - $37.64 $8,514 - $11,856
315 Added 1.46%
21,928 $809,000
Q3 2023

Nov 08, 2023

BUY
$27.97 - $35.59 $12,642 - $16,086
452 Added 2.14%
21,613 $618,000
Q2 2023

Jul 28, 2023

BUY
$26.21 - $34.79 $554,629 - $736,191
21,161 New
21,161 $642,000
Q1 2023

May 05, 2023

BUY
$30.56 - $50.39 $304,683 - $502,388
9,970 Added 131.72%
17,539 $598,000
Q4 2022

Feb 08, 2023

BUY
$40.42 - $47.26 $40,985 - $47,921
1,014 Added 15.47%
7,569 $325,000
Q3 2022

Nov 07, 2022

SELL
$20.41 - $50.47 $4,061 - $10,043
-199 Reduced 2.95%
6,555 $285,000
Q2 2022

Aug 03, 2022

BUY
$45.68 - $55.36 $9,136 - $11,072
200 Added 3.05%
6,754 $320,000
Q1 2022

May 03, 2022

BUY
$56.23 - $67.41 $4,217 - $5,055
75 Added 1.16%
6,554 $372,000
Q4 2021

Feb 08, 2022

BUY
$55.67 - $65.14 $360,685 - $422,042
6,479 New
6,479 $379,000

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 Carson Advisory Inc. Portfolio

Follow Carson Advisory Inc. 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 Carson Advisory Inc., based on Form 13F filings with the SEC.

News

Stay updated on Carson Advisory Inc. with notifications on news.