Kestra Private Wealth Services, LLC Truist Financial Corp Transaction History

Kestra Private Wealth Services, LLC

$5.3 Billion
Q3 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 76,599 shares of TFC stock, worth $3.57 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

76,599

Previous 73,759 3.85%

Holding current value

$3.57 Million

Previous $2.87 Million 14.28%

% of portfolio

0.06%

Previous 0.06%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$38.22 - $44.94 $108,544 - $127,629	2,840 Added 3.85%	76,599 $3.27 Million
Q2 2024 Aug 12, 2024	BUY	$35.41 - $40.18 $155,520 - $176,470	4,392 Added 6.33%	73,759 $2.87 Million
Q1 2024 May 02, 2024	SELL	$34.53 - $38.98 $170,647 - $192,639	-4,942 Reduced 6.65%	69,367 $2.7 Million
Q4 2023 Feb 05, 2024	SELL	$27.03 - $37.64 $167,153 - $232,765	-6,184 Reduced 7.68%	74,309 $2.74 Million
Q3 2023 Nov 07, 2023	BUY	$27.97 - $35.59 $40,864 - $51,996	1,461 Added 1.85%	80,493 $2.3 Million
Q2 2023 Aug 08, 2023	BUY	$26.21 - $34.79 $6,945 - $9,219	265 Added 0.34%	79,032 $2.4 Million
Q1 2023 May 12, 2023	BUY	$30.56 - $50.39 $580,915 - $957,863	19,009 Added 31.81%	78,767 $2.69 Million
Q4 2022 Jan 31, 2023	BUY	$40.42 - $47.26 $854,357 - $998,934	21,137 Added 54.73%	59,758 $2.57 Million
Q3 2022 Nov 14, 2022	BUY	$20.41 - $50.47 $9,123 - $22,560	447 Added 1.17%	38,621 $1.68 Million
Q2 2022 Aug 12, 2022	BUY	$45.68 - $55.36 $232,556 - $281,837	5,091 Added 15.39%	38,174 $1.81 Million
Q1 2022 May 26, 2022	SELL	$56.23 - $67.41 $124,661 - $149,447	-2,217 Reduced 6.28%	33,083 $1.88 Million
Q4 2021 Jan 21, 2022	BUY	$55.67 - $65.14 $259,310 - $303,422	4,658 Added 15.2%	35,300 $2.07 Million
Q3 2021 Oct 21, 2021	BUY	$52.18 - $60.15 $317,880 - $366,433	6,092 Added 24.81%	30,642 $1.8 Million
Q2 2021 Jul 30, 2021	SELL	$52.81 - $62.14 $52,862 - $62,202	-1,001 Reduced 3.92%	24,550 $1.36 Million
Q1 2021 May 11, 2021	BUY	$47.18 - $60.17 $7,879 - $10,048	167 Added 0.66%	25,551 $1.49 Million
Q4 2020 Jan 21, 2021	SELL	$38.75 - $49.04 $15,383 - $19,468	-397 Reduced 1.54%	25,384 $1.2 Billion
Q3 2020 Nov 09, 2020	BUY	$33.61 - $40.81 $866,499 - $1.05 Million	25,781 New	25,781 $980,000

Others Institutions Holding TFC

# of Institutions

1,642

Shares Held

945M

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 $61.8B
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 Private Wealth Services, LLC Truist Financial Corp Transaction History