A detailed history of Ategra Capital Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Ategra Capital Management, LLC holds 326,620 shares of TFC stock, worth $15.5 Million. This represents 9.37% of its overall portfolio holdings.

Number of Shares
326,620
Previous 326,959 0.1%
Holding current value
$15.5 Million
Previous $14 Billion 1.32%
% of portfolio
9.37%
Previous 9.93%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

SELL
$41.51 - $48.1 $14,071 - $16,305
-339 Reduced 0.1%
326,620 $14.2 Billion
Q3 2024

Nov 13, 2024

BUY
$38.22 - $44.94 $12.5 Million - $14.7 Million
326,959 New
326,959 $14 Billion
Q2 2024

Feb 13, 2025

SELL
$35.41 - $40.18 $1.89 Million - $2.14 Million
-53,382 Reduced 15.46%
291,934 $11.3 Billion
Q1 2024

Feb 13, 2025

BUY
$34.53 - $38.98 $117,505 - $132,648
3,403 Added 1.0%
345,316 $13.5 Billion
Q4 2023

Feb 13, 2025

BUY
$27.03 - $37.64 $79,495 - $110,699
2,941 Added 0.87%
341,913 $12.6 Billion
Q3 2023

Feb 13, 2025

BUY
$27.97 - $35.59 $229,102 - $291,517
8,191 Added 2.48%
338,972 $9.7 Billion
Q2 2023

Feb 13, 2025

BUY
$26.21 - $34.79 $6.3 Million - $8.36 Million
240,181 Added 265.1%
330,781 $9.99 Billion
Q1 2023

Feb 13, 2025

SELL
$30.56 - $50.39 $7.22 Million - $11.9 Million
-236,359 Reduced 72.29%
90,600 $3.09 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 $63.1B
  • 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 Ategra Capital Management, LLC Portfolio

Follow Ategra Capital Management, 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 Ategra Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ategra Capital Management, LLC with notifications on news.