A detailed history of Selective Wealth Management, Inc. transactions in Truist Financial Corp stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 8,545 shares of TFC stock, worth $406,827. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,545
Previous 8,545 -0.0%
Holding current value
$406,827
Previous $365,000 1.37%
% of portfolio
0.15%
Previous 0.15%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024

BUY
$34.53 - $38.98 $43,162 - $48,724
1,250 Added 17.14%
8,545 $333,000
Q4 2023

Jan 05, 2024

SELL
$27.03 - $37.64 $20,353 - $28,342
-753 Reduced 9.36%
7,295 $269,000
Q3 2023

Oct 10, 2023

SELL
$27.97 - $35.59 $10,264 - $13,061
-367 Reduced 4.36%
8,048 $230,000
Q4 2022

Jan 23, 2023

SELL
$40.42 - $47.26 $458,362 - $535,928
-11,340 Reduced 57.4%
8,415 $0
Q3 2022

Oct 21, 2022

BUY
$20.41 - $50.47 $632 - $1,564
31 Added 0.16%
19,755 $860,000
Q1 2022

Apr 20, 2022

SELL
$56.23 - $67.41 $50,213 - $60,197
-893 Reduced 4.33%
19,724 $1.12 Million
Q4 2021

Jan 18, 2022

SELL
$55.67 - $65.14 $5,567 - $6,514
-100 Reduced 0.48%
20,617 $1.21 Million
Q3 2021

Oct 27, 2021

SELL
$52.18 - $60.15 $6,365 - $7,338
-122 Reduced 0.59%
20,717 $1.22 Million
Q2 2021

Aug 04, 2021

SELL
$52.81 - $62.14 $4,964 - $5,841
-94 Reduced 0.45%
20,839 $1.16 Million
Q1 2021

Apr 09, 2021

BUY
$47.18 - $60.17 $283,080 - $361,020
6,000 Added 40.18%
20,933 $1.22 Million
Q4 2020

Jan 22, 2021

BUY
$38.75 - $49.04 $69,750 - $88,272
1,800 Added 13.71%
14,933 $716,000
Q3 2020

Oct 21, 2020

SELL
$33.61 - $40.81 $11,763 - $14,283
-350 Reduced 2.6%
13,133 $500,000
Q2 2020

Jul 15, 2020

BUY
$27.21 - $46.37 $266,222 - $453,684
9,784 Added 264.5%
13,483 $506,000
Q1 2020

Apr 16, 2020

BUY
$25.69 - $56.67 $13,358 - $29,468
520 Added 16.36%
3,699 $114,000
Q4 2019

Jan 10, 2020

BUY
$50.81 - $56.72 $161,524 - $180,312
3,179 New
3,179 $179,000

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 $63.2B
  • 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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