Dakota Wealth Management Truist Financial Corp Transaction History

Dakota Wealth Management

$4.67 Billion
Q2 2025

A detailed history of Dakota Wealth Management transactions in Truist Financial Corp stock. As of the latest transaction made, Dakota Wealth Management holds 64,125 shares of TFC stock, worth $2.92 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

64,125

Previous 133,325 51.9%

Holding current value

$2.92 Million

Previous $5.49 Million 49.76%

% of portfolio

0.06%

Previous 0.13%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$34.79 - $42.99 $2.41 Million - $2.97 Million	-69,200 Reduced 51.9%	64,125 $2.76 Million
Q1 2025 May 01, 2025	SELL	$39.48 - $48.15 $712,456 - $868,914	-18,046 Reduced 11.92%	133,325 $5.49 Million
Q4 2024 Jan 17, 2025	BUY	$41.51 - $48.1 $57,200 - $66,281	1,378 Added 0.92%	151,371 $6.57 Million
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

# of Institutions

1,769

Shares Held

959M

Call Options Held

12.5M

Put Options Held

7.03M

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 $60.3B
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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Dakota Wealth Management Truist Financial Corp Transaction History