A detailed history of Partners In Financial Planning transactions in Truist Financial Corp stock. As of the latest transaction made, Partners In Financial Planning holds 14,808 shares of TFC stock, worth $664,286. This represents 0.12% of its overall portfolio holdings.

Number of Shares
14,808
Previous 14,808 -0.0%
Holding current value
$664,286
Previous $637 Million 6.35%
% of portfolio
0.12%
Previous 0.12%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025

BUY
$39.48 - $48.15 $44,533 - $54,313
1,128 Added 8.25%
14,808 $609 Million
Q4 2024

Feb 12, 2025

BUY
$41.51 - $48.1 $567,856 - $658,008
13,680 New
13,680 $593 Million
Q3 2024

Feb 26, 2025

BUY
$38.22 - $44.94 $1,490 - $1,752
39 Added 0.29%
13,680 $585 Million
Q2 2024

Feb 26, 2025

BUY
$35.41 - $40.18 $1,062 - $1,205
30 Added 0.22%
13,641 $530 Million
Q3 2023

Mar 04, 2025

SELL
$27.97 - $35.59 $1,929 - $2,455
-69 Reduced 0.5%
13,611 $389 Million
Q2 2023

Feb 26, 2025

SELL
$26.21 - $34.79 $260,239 - $345,429
-9,929 Reduced 42.18%
13,611 $413 Million
Q1 2023

Feb 26, 2025

BUY
$30.56 - $50.39 $301,321 - $496,845
9,860 Added 72.08%
23,540 $803 Million
Q4 2022

May 05, 2025

SELL
$40.42 - $47.26 $727 - $850
-18 Reduced 0.08%
23,540 $1.03 Billion
Q3 2022

May 05, 2025

SELL
$20.41 - $50.47 $714 - $1,766
-35 Reduced 0.15%
23,558 $1.08 Billion
Q2 2022

May 05, 2025

SELL
$45.68 - $55.36 $82,498 - $99,980
-1,806 Reduced 7.11%
23,593 $1.14 Billion
Q1 2022

May 05, 2025

SELL
$56.23 - $67.41 $188,989 - $226,565
-3,361 Reduced 11.69%
25,399 $1.29 Billion
Q4 2021

May 05, 2025

BUY
$55.67 - $65.14 $776,707 - $908,833
13,952 Added 94.22%
28,760 $1.83 Billion
Q3 2021

May 05, 2025

BUY
$52.18 - $60.15 $2,035 - $2,345
39 Added 0.14%
28,731 $1.69 Billion
Q2 2021

May 05, 2025

BUY
$52.81 - $62.14 $733,214 - $862,751
13,884 Added 93.76%
28,692 $1.59 Billion

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 $59.5B
  • 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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