A detailed history of Coldstream Capital Management Inc transactions in Truist Financial Corp stock. As of the latest transaction made, Coldstream Capital Management Inc holds 18,319 shares of TFC stock, worth $724,699. This represents 0.02% of its overall portfolio holdings.

Number of Shares
18,319
Previous 16,858 8.67%
Holding current value
$724,699
Previous $622,000 14.79%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 13, 2024

BUY
$34.53 - $38.98 $50,448 - $56,949
1,461 Added 8.67%
18,319 $714,000
Q4 2023

Feb 09, 2024

BUY
$27.03 - $37.64 $36,139 - $50,324
1,337 Added 8.61%
16,858 $622,000
Q3 2023

Nov 02, 2023

BUY
$27.97 - $35.59 $13,789 - $17,545
493 Added 3.28%
15,521 $444,000
Q2 2023

Aug 03, 2023

BUY
$26.21 - $34.79 $46,653 - $61,926
1,780 Added 13.44%
15,028 $456,000
Q1 2023

May 15, 2023

SELL
$30.56 - $50.39 $16,319 - $26,908
-534 Reduced 3.87%
13,248 $451,000
Q4 2022

Jan 10, 2023

SELL
$40.42 - $47.26 $58,811 - $68,763
-1,455 Reduced 9.55%
13,782 $0
Q2 2022

Aug 08, 2022

BUY
$45.68 - $55.36 $308,888 - $374,344
6,762 Added 79.79%
15,237 $723,000
Q2 2022

Aug 08, 2022

SELL
$45.68 - $55.36 $228,445 - $276,855
-5,001 Reduced 37.11%
8,475 $402,000
Q1 2022

May 11, 2022

SELL
$56.23 - $67.41 $100,089 - $119,989
-1,780 Reduced 11.67%
13,476 $764,000
Q4 2021

Feb 11, 2022

BUY
$55.67 - $65.14 $448,477 - $524,767
8,056 Added 111.89%
15,256 $893,000
Q3 2021

Nov 12, 2021

SELL
$52.18 - $60.15 $32,455 - $37,413
-622 Reduced 7.95%
7,200 $274,000
Q2 2021

Aug 16, 2021

BUY
$52.81 - $62.14 $26,563 - $31,256
503 Added 6.87%
7,822 $434,000
Q1 2021

Jun 16, 2021

BUY
$47.18 - $60.17 $7,737 - $9,867
164 Added 2.29%
7,319 $427,000
Q4 2020

Feb 16, 2021

BUY
$38.75 - $49.04 $45,027 - $56,984
1,162 Added 19.39%
7,155 $343,000
Q3 2020

Nov 16, 2020

BUY
$33.61 - $40.81 $201,424 - $244,574
5,993 New
5,993 $228,000
Q1 2020

May 27, 2020

SELL
$25.69 - $56.67 $99,677 - $219,879
-3,880 Closed
0 $0
Q4 2019

Feb 13, 2020

BUY
$50.81 - $56.72 $197,142 - $220,073
3,880 New
3,880 $218,000

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 $52.5B
  • 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
Track This Portfolio

Track Coldstream Capital Management Inc Portfolio

Follow Coldstream Capital Management Inc 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 Coldstream Capital Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Coldstream Capital Management Inc with notifications on news.