A detailed history of Klingman & Associates, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Klingman & Associates, LLC holds 11,547 shares of TFC stock, worth $537,512. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,547
Previous 11,547 -0.0%
Holding current value
$537,512
Previous $448,000 10.04%
% of portfolio
0.03%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$35.41 - $40.18 $10,268 - $11,652
290 Added 2.58%
11,547 $448,000
Q1 2024

May 01, 2024

BUY
$34.53 - $38.98 $1,553 - $1,754
45 Added 0.4%
11,257 $438,000
Q4 2023

Jan 29, 2024

BUY
$27.03 - $37.64 $17,866 - $24,880
661 Added 6.26%
11,212 $413,000
Q3 2023

Oct 30, 2023

SELL
$27.97 - $35.59 $8,474 - $10,783
-303 Reduced 2.79%
10,551 $301,000
Q2 2023

Jul 31, 2023

BUY
$26.21 - $34.79 $284,483 - $377,610
10,854 New
10,854 $329,000
Q2 2022

Jul 27, 2022

SELL
$45.68 - $55.36 $3,380 - $4,096
-74 Reduced 1.67%
4,360 $207,000
Q1 2022

May 06, 2022

BUY
$56.23 - $67.41 $4,161 - $4,988
74 Added 1.7%
4,434 $251,000
Q4 2021

Jan 31, 2022

SELL
$55.67 - $65.14 $1,503 - $1,758
-27 Reduced 0.62%
4,360 $255,000
Q3 2021

Nov 01, 2021

SELL
$52.18 - $60.15 $5,844 - $6,736
-112 Reduced 2.49%
4,387 $257,000
Q2 2021

Jul 27, 2021

SELL
$52.81 - $62.14 $94,318 - $110,982
-1,786 Reduced 28.42%
4,499 $250,000
Q1 2021

Apr 29, 2021

BUY
$47.18 - $60.17 $83,838 - $106,922
1,777 Added 39.42%
6,285 $367,000
Q4 2020

Feb 09, 2021

BUY
$38.75 - $49.04 $174,685 - $221,072
4,508 New
4,508 $216,000
Q1 2020

Apr 29, 2020

SELL
$25.69 - $56.67 $95,952 - $211,662
-3,735 Closed
0 $0
Q4 2019

Jan 29, 2020

BUY
$50.81 - $56.72 $189,775 - $211,849
3,735 New
3,735 $210,000

Others Institutions Holding TFC

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...
More about TFC
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