A detailed history of Dakota Wealth Management transactions in Truist Financial Corp stock. As of the latest transaction made, Dakota Wealth Management holds 149,993 shares of TFC stock, worth $6.5 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
149,993
Previous 82,026 82.86%
Holding current value
$6.5 Million
Previous $3.19 Million 101.26%
% of portfolio
0.15%
Previous 0.08%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$38.22 - $44.94 $2.6 Million - $3.05 Million
67,967 Added 82.86%
149,993 $6.41 Million
Q2 2024

Jul 19, 2024

SELL
$35.41 - $40.18 $656,395 - $744,816
-18,537 Reduced 18.43%
82,026 $3.19 Million
Q1 2024

Apr 24, 2024

SELL
$34.53 - $38.98 $447,508 - $505,180
-12,960 Reduced 11.42%
100,563 $3.92 Million
Q4 2023

Jan 30, 2024

SELL
$27.03 - $37.64 $142,772 - $198,814
-5,282 Reduced 4.45%
113,523 $4.19 Million
Q3 2023

Oct 23, 2023

SELL
$27.97 - $35.59 $30,543 - $38,864
-1,092 Reduced 0.91%
118,805 $3.4 Million
Q2 2023

Jul 31, 2023

BUY
$26.21 - $34.79 $112,991 - $149,979
4,311 Added 3.73%
119,897 $3.64 Million
Q1 2023

Apr 14, 2023

SELL
$30.56 - $50.39 $2,811 - $4,635
-92 Reduced 0.08%
115,586 $3.94 Million
Q4 2022

Feb 07, 2023

SELL
$40.42 - $47.26 $137,993 - $161,345
-3,414 Reduced 2.87%
115,678 $4.98 Million
Q3 2022

Nov 10, 2022

BUY
$20.41 - $50.47 $1,734 - $4,289
85 Added 0.07%
119,092 $5.19 Million
Q2 2022

Aug 05, 2022

BUY
$45.68 - $55.36 $400,704 - $485,617
8,772 Added 7.96%
119,007 $5.64 Million
Q1 2022

May 13, 2022

BUY
$56.23 - $67.41 $6.2 Million - $7.43 Million
110,235 New
110,235 $6.25 Million
Q1 2020

Apr 29, 2020

SELL
$25.69 - $56.67 $158,507 - $349,653
-6,170 Closed
0 $0
Q4 2019

Feb 06, 2020

BUY
$50.81 - $56.72 $313,497 - $349,962
6,170 New
6,170 $347,000

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 $57.5B
  • 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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