Bogart Wealth, LLC Truist Financial Corp Transaction History

Bogart Wealth, LLC

$1.96 Billion
Q1 2024

A detailed history of Bogart Wealth, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Bogart Wealth, LLC holds 116,694 shares of TFC stock, worth $4.53 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

116,694

Previous 224,608 48.05%

Holding current value

$4.53 Million

Previous $8.29 Million 45.15%

% of portfolio

0.23%

Previous 0.46%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	SELL	$34.53 - $38.98 $3.73 Million - $4.21 Million	-107,914 Reduced 48.05%	116,694 $4.55 Million
Q4 2023 Feb 06, 2024	SELL	$27.03 - $37.64 $108,741 - $151,425	-4,023 Reduced 1.76%	224,608 $8.29 Million
Q3 2023 Oct 30, 2023	BUY	$27.97 - $35.59 $156,100 - $198,627	5,581 Added 2.5%	228,631 $6.54 Million
Q2 2023 Jul 28, 2023	BUY	$26.21 - $34.79 $362,353 - $480,971	13,825 Added 6.61%	223,050 $6.77 Million
Q1 2023 Apr 21, 2023	BUY	$30.56 - $50.39 $693,192 - $1.14 Million	22,683 Added 12.16%	209,225 $7.13 Million

Q4 2022 Feb 06, 2023	BUY	$40.42 - $47.26 $688,514 - $805,026	17,034 Added 10.05%	186,542 $8.03 Million
Q3 2022 Nov 03, 2022	BUY	$20.41 - $50.47 $678,367 - $1.68 Million	33,237 Added 24.39%	169,508 $7.38 Million
Q2 2022 Jul 22, 2022	BUY	$45.68 - $55.36 $1.47 Million - $1.78 Million	32,102 Added 30.82%	136,271 $6.46 Million
Q1 2022 Apr 22, 2022	BUY	$56.23 - $67.41 $3.18 Million - $3.82 Million	56,642 Added 119.18%	104,169 $5.91 Million
Q4 2021 Jan 19, 2022	BUY	$55.67 - $65.14 $337,360 - $394,748	6,060 Added 14.61%	47,527 $2.78 Million
Q3 2021 Oct 15, 2021	BUY	$52.18 - $60.15 $422,762 - $487,335	8,102 Added 24.28%	41,467 $2.43 Million
Q2 2021 Aug 06, 2021	BUY	$52.81 - $62.14 $348,176 - $409,689	6,593 Added 24.63%	33,365 $1.85 Million
Q1 2021 Apr 16, 2021	BUY	$47.18 - $60.17 $319,550 - $407,531	6,773 Added 33.87%	26,772 $1.56 Million
Q4 2020 Jan 14, 2021	BUY	$38.75 - $49.04 $93,658 - $118,529	2,417 Added 13.75%	19,999 $958,000
Q3 2020 Oct 06, 2020	BUY	$33.61 - $40.81 $24,736 - $30,036	736 Added 4.37%	17,582 $669,000
Q2 2020 Jul 08, 2020	BUY	$27.21 - $46.37 $46,120 - $78,597	1,695 Added 11.19%	16,846 $633,000
Q1 2020 Apr 20, 2020	BUY	$25.69 - $56.67 $54,282 - $119,743	2,113 Added 16.21%	15,151 $467,000
Q4 2019 Feb 10, 2020	BUY	$50.81 - $56.72 $662,460 - $739,515	13,038 New	13,038 $734,000

Others Institutions Holding TFC

# of Institutions

1,548

Shares Held

935M

Call Options Held

10.1M

Put Options Held

6.61M

View Full List

About TRUIST FINANCIAL CORP

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $51.5B
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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Bogart Wealth, LLC Truist Financial Corp Transaction History