Kingsview Wealth Management, LLC Truist Financial Corp Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 154,342 shares of TFC stock, worth $6.69 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

154,342

Previous 150,851 2.31%

Holding current value

$6.69 Million

Previous $5.86 Million 12.59%

% of portfolio

0.15%

Previous 0.15%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$38.22 - $44.94 $133,426 - $156,885	3,491 Added 2.31%	154,342 $6.6 Million
Q2 2024 Aug 14, 2024	BUY	$35.41 - $40.18 $2.69 Million - $3.05 Million	76,005 Added 101.55%	150,851 $5.86 Million
Q1 2024 May 09, 2024	BUY	$34.53 - $38.98 $229,279 - $258,827	6,640 Added 9.74%	74,846 $2.92 Million
Q4 2023 Feb 08, 2024	SELL	$27.03 - $37.64 $214,239 - $298,334	-7,926 Reduced 10.41%	68,206 $2.52 Million
Q3 2023 Nov 07, 2023	SELL	$27.97 - $35.59 $693,348 - $882,240	-24,789 Reduced 24.56%	76,132 $2.18 Million
Q2 2023 Aug 10, 2023	SELL	$26.21 - $34.79 $1.65 Million - $2.19 Million	-63,066 Reduced 38.46%	100,921 $3.06 Million
Q1 2023 May 15, 2023	BUY	$30.56 - $50.39 $900,694 - $1.49 Million	29,473 Added 21.91%	163,987 $5.59 Million
Q4 2022 Feb 13, 2023	BUY	$40.42 - $47.26 $6,265 - $7,325	155 Added 0.12%	134,514 $5.79 Million
Q3 2022 Nov 14, 2022	BUY	$20.41 - $50.47 $676,979 - $1.67 Million	33,169 Added 32.78%	134,359 $5.85 Million
Q2 2022 Aug 16, 2022	BUY	$45.68 - $55.36 $675,333 - $818,442	14,784 Added 17.11%	101,190 $4.8 Million
Q1 2022 Feb 08, 2024	BUY	$56.23 - $67.41 $639,278 - $766,384	11,369 Added 16.67%	79,575 $4.51 Million
Q4 2021 Feb 17, 2022	SELL	$55.67 - $65.14 $1.06 Million - $1.24 Million	-18,987 Reduced 18.02%	86,406 $5.06 Million
Q3 2021 Dec 03, 2021	SELL	$52.18 - $60.15 $37,152 - $42,826	-712 Reduced 0.67%	105,393 $6.18 Million
Q2 2021 Aug 17, 2021	SELL	$52.81 - $62.14 $61,893 - $72,828	-1,172 Reduced 1.09%	106,105 $5.97 Million
Q1 2021 May 24, 2021	BUY	$47.18 - $60.17 $929,351 - $1.19 Million	19,698 Added 22.49%	107,277 $6.34 Million
Q4 2020 Feb 16, 2021	BUY	$38.75 - $49.04 $24,063 - $30,453	621 Added 0.71%	87,579 $4.2 Million
Q3 2020 Nov 19, 2020	SELL	$33.61 - $40.81 $3,999 - $4,856	-119 Reduced 0.14%	86,958 $3.31 Million
Q2 2020 Aug 14, 2020	BUY	$27.21 - $46.37 $22,203 - $37,837	816 Added 0.95%	87,077 $3.27 Million
Q1 2020 May 11, 2020	BUY	$25.69 - $56.67 $6,268 - $13,827	244 Added 0.28%	86,261 $2.66 Million
Q4 2019 Jan 31, 2020	BUY	$50.81 - $56.72 $4.37 Million - $4.88 Million	86,017 New	86,017 $4.84 Million

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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Kingsview Wealth Management, LLC Truist Financial Corp Transaction History