Marcum Wealth, LLC Truist Financial Corp Transaction History

Marcum Wealth, LLC

  • $988 Million
  • Q2 2024

A detailed history of Marcum Wealth, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Marcum Wealth, LLC holds 13,480 shares of TFC stock, worth $564,138. This represents 0.05% of its overall portfolio holdings.

Number of Shares
13,480
Previous 13,515 0.26%
Holding current value
$564,138
Previous $526,000 0.57%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jul 02, 2024
SELL
$35.41 - $40.18 $1,239 - $1,406
-35 Reduced 0.26%
13,480 $523,000
Q1 2024

Apr 10, 2024
BUY
$34.53 - $38.98 $56,352 - $63,615
1,632 Added 13.73%
13,515 $526,000
Q4 2023

Jan 10, 2024
SELL
$27.03 - $37.64 $159,504 - $222,113
-5,901 Reduced 33.18%
11,883 $438,000
Q3 2023

Oct 10, 2023
BUY
$27.97 - $35.59 $11,132 - $14,164
398 Added 2.29%
17,784 $508,000
Q2 2023

Jul 13, 2023
SELL
$26.21 - $34.79 $52,315 - $69,440
-1,996 Reduced 10.3%
17,386 $527,000
Q1 2023

Apr 19, 2023
BUY
$30.56 - $50.39 $114,905 - $189,466
3,760 Added 24.07%
19,382 $660,000
Q4 2022

Jan 12, 2023
SELL
$40.42 - $47.26 $65,561 - $76,655
-1,622 Reduced 9.41%
15,622 $0
Q3 2022

Oct 11, 2022
SELL
$20.41 - $50.47 $6,082 - $15,040
-298 Reduced 1.7%
17,244 $751,000
Q2 2022

Jul 14, 2022
BUY
$45.68 - $55.36 $22,977 - $27,846
503 Added 2.95%
17,542 $832,000
Q1 2022

Apr 20, 2022
SELL
$56.23 - $67.41 $77,822 - $93,295
-1,384 Reduced 7.51%
17,039 $966,000
Q4 2021

Feb 01, 2022
BUY
$55.67 - $65.14 $5,177 - $6,058
93 Added 0.51%
18,423 $1.08 Million
Q3 2021

Nov 08, 2021
BUY
$52.18 - $60.15 $28,751 - $33,142
551 Added 3.1%
18,330 $1.08 Million
Q2 2021

Aug 10, 2021
SELL
$52.81 - $62.14 $9,558 - $11,247
-181 Reduced 1.01%
17,779 $987,000
Q1 2021

May 11, 2021
BUY
$47.18 - $60.17 $596,827 - $761,150
12,650 Added 238.23%
17,960 $1.05 Million
Q4 2020

Feb 09, 2021
BUY
$38.75 - $49.04 $205,762 - $260,402
5,310 New
5,310 $254,000
Q3 2020

Nov 09, 2020
SELL
$33.61 - $40.81 $179,107 - $217,476
-5,329 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$27.21 - $46.37 $145,002 - $247,105
5,329 New
5,329 $200,000
Q1 2020

May 14, 2020
SELL
$25.69 - $56.67 $140,293 - $309,474
-5,461 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$50.81 - $56.72 $277,473 - $309,747
5,461 New
5,461 $308,000

Others Institutions Holding TFC

# of Institutions
1,570
Shares Held
970M
Call Options Held
9.11M
Put Options Held
4.53M
View Full List

About TRUIST FINANCIAL CORP

TFC Quotes by TradingView
  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $55.5B
  • 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...
More about TFC
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