Kestra Advisory Services, LLC Truist Financial Corp Transaction History

Kestra Advisory Services, LLC

$17.3 Billion
Q3 2024

A detailed history of Kestra Advisory Services, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 197,301 shares of TFC stock, worth $8.55 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

197,301

Previous 225,976 12.69%

Holding current value

$8.55 Million

Previous $8.78 Million 3.93%

% of portfolio

0.05%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$38.22 - $44.94 $1.1 Million - $1.29 Million	-28,675 Reduced 12.69%	197,301 $8.43 Million
Q2 2024 Aug 14, 2024	BUY	$35.41 - $40.18 $471,377 - $534,876	13,312 Added 6.26%	225,976 $8.78 Million
Q1 2024 May 15, 2024	BUY	$34.53 - $38.98 $1.56 Million - $1.77 Million	45,284 Added 27.05%	212,664 $8.29 Million
Q4 2023 Feb 14, 2024	SELL	$27.03 - $37.64 $209,752 - $292,086	-7,760 Reduced 4.43%	167,380 $6.18 Million
Q3 2023 Nov 09, 2023	BUY	$27.97 - $35.59 $1.36 Million - $1.73 Million	48,737 Added 38.56%	175,140 $5.01 Million
Q2 2023 Aug 11, 2023	BUY	$26.21 - $34.79 $637,269 - $845,884	24,314 Added 23.82%	126,403 $3.84 Million
Q1 2023 May 12, 2023	SELL	$30.56 - $50.39 $1.66 Million - $2.73 Million	-54,215 Reduced 34.69%	102,089 $3.48 Million
Q4 2022 Jan 31, 2023	SELL	$40.42 - $47.26 $5,941 - $6,947	-147 Reduced 0.09%	156,304 $6.73 Million
Q3 2022 Nov 01, 2022	BUY	$20.41 - $50.47 $35,452 - $87,666	1,737 Added 1.12%	156,451 $6.81 Billion
Q2 2022 Aug 12, 2022	BUY	$45.68 - $55.36 $1.63 Million - $1.98 Million	35,791 Added 30.1%	154,714 $7.34 Million
Q1 2022 Apr 26, 2022	SELL	$56.23 - $67.41 $430,103 - $515,619	-7,649 Reduced 6.04%	118,923 $6.74 Million
Q4 2021 Jan 20, 2022	SELL	$55.67 - $65.14 $577,186 - $675,371	-10,368 Reduced 7.57%	126,572 $7.41 Million
Q3 2021 Oct 19, 2021	BUY	$52.18 - $60.15 $589,634 - $679,695	11,300 Added 8.99%	136,940 $8.03 Million
Q2 2021 Jul 28, 2021	BUY	$52.81 - $62.14 $591,630 - $696,154	11,203 Added 9.79%	125,640 $6.97 Million
Q1 2021 May 10, 2021	BUY	$47.18 - $60.17 $1.06 Million - $1.35 Million	22,381 Added 24.31%	114,437 $6.67 Million
Q4 2020 Jan 20, 2021	BUY	$38.75 - $49.04 $981,963 - $1.24 Million	25,341 Added 37.98%	92,056 $4.36 Billion
Q3 2020 Nov 12, 2020	BUY	$33.61 - $40.81 $2.24 Million - $2.72 Million	66,715 New	66,715 $2.54 Billion

Others Institutions Holding TFC

# of Institutions

1,647

Shares Held

944M

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 $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...

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Kestra Advisory Services, LLC Truist Financial Corp Transaction History