A detailed history of Forvis Wealth Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 22,952 shares of TFC stock, worth $1.01 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
22,952
Previous 23,971 4.25%
Holding current value
$1.01 Million
Previous $931,000 5.37%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

SELL
$38.22 - $44.94 $38,946 - $45,793
-1,019 Reduced 4.25%
22,952 $981,000
Q2 2024

Aug 09, 2024

SELL
$35.41 - $40.18 $80,309 - $91,128
-2,268 Reduced 8.64%
23,971 $931,000
Q1 2024

Apr 19, 2024

SELL
$34.53 - $38.98 $171,406 - $193,496
-4,964 Reduced 15.91%
26,239 $1.02 Million
Q4 2023

Jan 11, 2024

SELL
$27.03 - $37.64 $137,204 - $191,060
-5,076 Reduced 13.99%
31,203 $1.15 Million
Q3 2023

Oct 25, 2023

SELL
$27.97 - $35.59 $63,156 - $80,362
-2,258 Reduced 5.86%
36,279 $1.04 Million
Q2 2023

Aug 08, 2023

BUY
$26.21 - $34.79 $115,953 - $153,910
4,424 Added 12.97%
38,537 $1.17 Million
Q1 2023

Apr 26, 2023

BUY
$30.56 - $50.39 $171,380 - $282,587
5,608 Added 19.67%
34,113 $1.16 Million
Q4 2022

Feb 02, 2023

SELL
$40.42 - $47.26 $82,214 - $96,126
-2,034 Reduced 6.66%
28,505 $1.23 Million
Q3 2022

Oct 13, 2022

SELL
$20.41 - $50.47 $21,430 - $52,993
-1,050 Reduced 3.32%
30,539 $1.33 Million
Q2 2022

Jul 22, 2022

BUY
$45.68 - $55.36 $1.24 Million - $1.5 Million
27,096 Added 603.07%
31,589 $1.5 Million
Q1 2022

May 10, 2022

BUY
$56.23 - $67.41 $16,362 - $19,616
291 Added 6.93%
4,493 $255,000
Q4 2021

Jan 14, 2022

SELL
$55.67 - $65.14 $946 - $1,107
-17 Reduced 0.4%
4,202 $246,000
Q3 2021

Oct 14, 2021

SELL
$52.18 - $60.15 $939 - $1,082
-18 Reduced 0.42%
4,219 $247,000
Q2 2021

Jul 14, 2021

BUY
$52.81 - $62.14 $10,667 - $12,552
202 Added 5.01%
4,237 $235,000
Q1 2021

Apr 23, 2021

SELL
$47.18 - $60.17 $127,197 - $162,218
-2,696 Reduced 40.05%
4,035 $235,000
Q4 2020

Jan 22, 2021

BUY
$38.75 - $49.04 $7,905 - $10,004
204 Added 3.13%
6,731 $323,000
Q3 2020

Nov 05, 2020

BUY
$33.61 - $40.81 $14,015 - $17,017
417 Added 6.82%
6,527 $248,000
Q2 2020

Jul 15, 2020

SELL
$27.21 - $46.37 $10,421 - $17,759
-383 Reduced 5.9%
6,110 $229,000
Q1 2020

Apr 10, 2020

BUY
$25.69 - $56.67 $45,676 - $100,759
1,778 Added 37.71%
6,493 $200,000
Q4 2019

Jan 13, 2020

BUY
$50.81 - $56.72 $239,569 - $267,434
4,715 New
4,715 $266,000

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 $58.4B
  • 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 Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, LLC 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 Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.