Marotta Asset Management Truist Financial Corp Transaction History

Marotta Asset Management

$508 Million
Q3 2024

A detailed history of Marotta Asset Management transactions in Truist Financial Corp stock. As of the latest transaction made, Marotta Asset Management holds 42,197 shares of TFC stock, worth $1.83 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

42,197

Previous 42,248 0.12%

Holding current value

$1.83 Million

Previous $1.64 Million 9.87%

% of portfolio

0.35%

Previous 0.34%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 03, 2024	SELL	$38.22 - $44.94 $1,949 - $2,291	-51 Reduced 0.12%	42,197 $1.8 Million
Q2 2024 Jul 17, 2024	BUY	$35.41 - $40.18 $8,144 - $9,241	230 Added 0.55%	42,248 $1.64 Million
Q1 2024 Apr 02, 2024	SELL	$34.53 - $38.98 $2,520 - $2,845	-73 Reduced 0.17%	42,018 $1.64 Million
Q4 2023 Jan 03, 2024	SELL	$27.03 - $37.64 $164,450 - $229,001	-6,084 Reduced 12.63%	42,091 $1.55 Million
Q2 2023 Jul 05, 2023	BUY	$26.21 - $34.79 $2,804 - $3,722	107 Added 0.22%	48,175 $1.46 Million
Q4 2022 Jan 03, 2023	SELL	$40.42 - $47.26 $460,868 - $538,858	-11,402 Reduced 19.17%	48,068 $0
Q3 2022 Oct 11, 2022	SELL	$20.41 - $50.47 $81,640 - $201,880	-4,000 Reduced 6.3%	59,470 $2.59 Million
Q2 2022 Jul 21, 2022	SELL	$45.68 - $55.36 $11,191 - $13,563	-245 Reduced 0.38%	63,470 $3.01 Million
Q1 2022 Apr 08, 2022	BUY	$56.23 - $67.41 $61,965 - $74,285	1,102 Added 1.76%	63,715 $3.61 Million
Q4 2021 Jan 13, 2022	BUY	$55.67 - $65.14 $406,391 - $475,522	7,300 Added 13.2%	62,613 $3.67 Million
Q2 2021 Jul 09, 2021	SELL	$52.81 - $62.14 $229,987 - $270,619	-4,355 Reduced 7.3%	55,313 $3.07 Million
Q1 2021 Apr 09, 2021	SELL	$47.18 - $60.17 $176,972 - $225,697	-3,751 Reduced 5.91%	59,668 $3.48 Million
Q4 2020 Jan 07, 2021	SELL	$38.75 - $49.04 $11,237 - $14,221	-290 Reduced 0.46%	63,419 $3.04 Million
Q3 2020 Oct 06, 2020	SELL	$33.61 - $40.81 $3,529 - $4,285	-105 Reduced 0.16%	63,709 $2.42 Million
Q1 2020 Apr 02, 2020	SELL	$25.69 - $56.67 $58,239 - $128,470	-2,267 Reduced 3.43%	63,814 $1.97 Million
Q4 2019 Feb 04, 2020	BUY	$50.81 - $56.72 $3.36 Million - $3.75 Million	66,081 New	66,081 $3.72 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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Marotta Asset Management Truist Financial Corp Transaction History