Gradient Investments LLC Truist Financial Corp Transaction History

Gradient Investments LLC

$3.55 Billion
Q1 2024

A detailed history of Gradient Investments LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Gradient Investments LLC holds 2,197 shares of TFC stock, worth $85,397. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,197

Previous 2,900 24.24%

Holding current value

$85,397

Previous $107,000 20.56%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$34.53 - $38.98 $24,274 - $27,402	-703 Reduced 24.24%	2,197 $85,000
Q4 2023 Jan 18, 2024	BUY	$27.03 - $37.64 $3,811 - $5,307	141 Added 5.11%	2,900 $107,000
Q3 2023 Oct 27, 2023	BUY	$27.97 - $35.59 $1,622 - $2,064	58 Added 2.15%	2,759 $78,000
Q2 2023 Jul 11, 2023	SELL	$26.21 - $34.79 $1,310 - $1,739	-50 Reduced 1.82%	2,701 $81,000
Q1 2023 Apr 17, 2023	SELL	$30.56 - $50.39 $18,672 - $30,788	-611 Reduced 18.17%	2,751 $93,000

Q4 2022 Jan 10, 2023	SELL	$40.42 - $47.26 $11.5 Million - $13.5 Million	-285,010 Reduced 98.83%	3,362 $0
Q3 2022 Oct 14, 2022	BUY	$20.41 - $50.47 $364,053 - $900,233	17,837 Added 6.59%	288,372 $12.6 Million
Q2 2022 Jul 11, 2022	BUY	$45.68 - $55.36 $1.94 Million - $2.35 Million	42,495 Added 18.63%	270,535 $12.8 Million
Q1 2022 May 26, 2022	BUY	$56.23 - $67.41 $217,047 - $260,202	3,860 Added 1.72%	228,040 $12.9 Million
Q4 2021 Jan 12, 2022	BUY	$55.67 - $65.14 $337,471 - $394,878	6,062 Added 2.78%	224,180 $13.1 Million
Q3 2021 Oct 18, 2021	BUY	$52.18 - $60.15 $361,033 - $416,177	6,919 Added 3.28%	218,118 $12.8 Million
Q2 2021 Jul 12, 2021	BUY	$52.81 - $62.14 $1.33 Million - $1.56 Million	25,095 Added 13.48%	211,199 $11.7 Million
Q1 2021 Apr 21, 2021	BUY	$47.18 - $60.17 $8.59 Million - $11 Million	182,079 Added 4523.7%	186,104 $10.9 Million
Q4 2020 Jan 08, 2021	SELL	$38.75 - $49.04 $3,526 - $4,462	-91 Reduced 2.21%	4,025 $153,000
Q3 2020 Oct 06, 2020	BUY	$33.61 - $40.81 $7,696 - $9,345	229 Added 5.89%	4,116 $157,000
Q2 2020 Jul 10, 2020	BUY	$27.21 - $46.37 $37,440 - $63,805	1,376 Added 54.8%	3,887 $146,000
Q1 2020 Apr 07, 2020	SELL	$25.69 - $56.67 $21,810 - $48,112	-849 Reduced 25.27%	2,511 $77,000
Q4 2019 Jan 15, 2020	BUY	$50.81 - $56.72 $170,721 - $190,579	3,360 New	3,360 $189,000

Others Institutions Holding TFC

# of Institutions

1,549

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 $51.6B
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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Gradient Investments LLC Truist Financial Corp Transaction History