Buckingham Strategic Wealth, LLC Truist Financial Corp Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 56,706 shares of TFC stock, worth $2.64 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

56,706

Previous 56,123 1.04%

Holding current value

$2.64 Million

Previous $2.19 Million 0.73%

% of portfolio

0.02%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$35.41 - $40.18 $20,644 - $23,424	583 Added 1.04%	56,706 $2.2 Million
Q1 2024 May 09, 2024	BUY	$34.53 - $38.98 $50,586 - $57,105	1,465 Added 2.68%	56,123 $2.19 Million
Q4 2023 Feb 14, 2024	SELL	$27.03 - $37.64 $22,867 - $31,843	-846 Reduced 1.52%	54,658 $2.02 Million
Q3 2023 Nov 13, 2023	BUY	$27.97 - $35.59 $53,618 - $68,226	1,917 Added 3.58%	55,504 $1.59 Million
Q2 2023 Aug 11, 2023	SELL	$26.21 - $34.79 $1.57 Million - $2.08 Million	-59,882 Reduced 52.77%	53,587 $1.63 Million
Q4 2022 Feb 13, 2023	BUY	$40.42 - $47.26 $262,649 - $307,095	6,498 Added 6.07%	113,469 $4.88 Million
Q3 2022 Nov 07, 2022	BUY	$20.41 - $50.47 $33,492 - $82,821	1,641 Added 1.56%	106,971 $4.66 Million
Q2 2022 Aug 12, 2022	BUY	$45.68 - $55.36 $71,352 - $86,472	1,562 Added 1.51%	105,330 $5 Million
Q1 2022 May 10, 2022	BUY	$56.23 - $67.41 $15,575 - $18,672	277 Added 0.27%	103,768 $5.88 Million
Q4 2021 Feb 09, 2022	SELL	$55.67 - $65.14 $72,872 - $85,268	-1,309 Reduced 1.25%	103,491 $6.06 Million
Q3 2021 Nov 10, 2021	SELL	$52.18 - $60.15 $4,487 - $5,172	-86 Reduced 0.08%	104,800 $6.15 Million
Q2 2021 Aug 06, 2021	BUY	$52.81 - $62.14 $3.38 Million - $3.98 Million	64,051 Added 156.85%	104,886 $5.82 Million
Q1 2021 Apr 30, 2021	BUY	$47.18 - $60.17 $24,297 - $30,987	515 Added 1.28%	40,835 $2.38 Million
Q4 2020 Feb 16, 2021	BUY	$38.75 - $49.04 $185,922 - $235,293	4,798 Added 13.51%	40,320 $1.93 Million
Q3 2020 Nov 12, 2020	BUY	$33.61 - $40.81 $369 - $448	11 Added 0.03%	35,522 $1.35 Million
Q2 2020 Aug 03, 2020	SELL	$27.21 - $46.37 $63,725 - $108,598	-2,342 Reduced 6.19%	35,511 $1.33 Million
Q1 2020 May 07, 2020	SELL	$25.69 - $56.67 $137,672 - $303,694	-5,359 Reduced 12.4%	37,853 $1.17 Million
Q4 2019 Feb 04, 2020	BUY	$50.81 - $56.72 $2.2 Million - $2.45 Million	43,212 New	43,212 $2.43 Million

Others Institutions Holding TFC

# of Institutions

1,642

Shares Held

945M

Call Options Held

9.38M

Put Options Held

6.49M

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 $61.8B
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...

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Buckingham Strategic Wealth, LLC Truist Financial Corp Transaction History