Moloney Securities Asset Management, LLC Truist Financial Corp Transaction History

Moloney Securities Asset Management, LLC

$664 Million
Q1 2025

A detailed history of Moloney Securities Asset Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Moloney Securities Asset Management, LLC holds 51,567 shares of TFC stock, worth $2.04 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

51,567

Previous 68,137 24.32%

Holding current value

$2.04 Million

Previous $2.96 Million 28.22%

% of portfolio

0.32%

Previous 0.42%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$39.48 - $48.15 $654,183 - $797,845	-16,570 Reduced 24.32%	51,567 $2.12 Million
Q4 2024 Jan 28, 2025	SELL	$41.51 - $48.1 $116,892 - $135,449	-2,816 Reduced 3.97%	68,137 $2.96 Million
Q3 2024 Oct 30, 2024	SELL	$38.22 - $44.94 $28,321 - $33,300	-741 Reduced 1.03%	70,953 $3.03 Million
Q2 2024 Jul 30, 2024	SELL	$35.41 - $40.18 $17,563 - $19,929	-496 Reduced 0.69%	71,694 $2.79 Million
Q1 2024 May 01, 2024	SELL	$34.53 - $38.98 $459,559 - $518,784	-13,309 Reduced 15.57%	72,190 $2.81 Million
Q4 2023 Jan 30, 2024	SELL	$27.03 - $37.64 $6,487 - $9,033	-240 Reduced 0.28%	85,499 $3.16 Million
Q3 2023 Oct 31, 2023	SELL	$27.97 - $35.59 $30,375 - $38,650	-1,086 Reduced 1.25%	85,739 $2.45 Million
Q2 2023 Jul 31, 2023	BUY	$26.21 - $34.79 $759,565 - $1.01 Million	28,980 Added 50.1%	86,825 $2.64 Million
Q1 2023 May 12, 2023	BUY	$30.56 - $50.39 $423,806 - $698,808	13,868 Added 31.53%	57,845 $1.97 Million
Q4 2022 Jan 30, 2023	SELL	$40.42 - $47.26 $28,374 - $33,176	-702 Reduced 1.57%	43,977 $1.89 Million
Q3 2022 Oct 31, 2022	BUY	$20.41 - $50.47 $47,718 - $117,998	2,338 Added 5.52%	44,679 $1.95 Million
Q2 2022 Aug 03, 2022	SELL	$45.68 - $55.36 $80,990 - $98,153	-1,773 Reduced 4.02%	42,341 $2.01 Million
Q1 2022 May 10, 2022	BUY	$56.23 - $67.41 $29,576 - $35,457	526 Added 1.21%	44,114 $2.5 Million
Q4 2021 Jan 28, 2022	SELL	$55.67 - $65.14 $27,723 - $32,439	-498 Reduced 1.13%	43,588 $2.55 Million
Q3 2021 Oct 27, 2021	BUY	$52.18 - $60.15 $34,960 - $40,300	670 Added 1.54%	44,086 $2.59 Million
Q2 2021 Jul 26, 2021	BUY	$52.81 - $62.14 $124,895 - $146,961	2,365 Added 5.76%	43,416 $2.41 Million
Q1 2021 Apr 28, 2021	SELL	$47.18 - $60.17 $1.27 Million - $1.62 Million	-26,908 Reduced 39.59%	41,051 $2.39 Million
Q4 2020 Feb 08, 2021	SELL	$38.75 - $49.04 $93,116 - $117,843	-2,403 Reduced 3.42%	67,959 $3.26 Million
Q3 2020 Oct 20, 2020	BUY	$33.61 - $40.81 $170,537 - $207,069	5,074 Added 7.77%	70,362 $2.68 Million
Q2 2020 Jul 31, 2020	BUY	$27.21 - $46.37 $171,939 - $293,012	6,319 Added 10.72%	65,288 $2.45 Million
Q1 2020 May 08, 2020	BUY	$25.69 - $56.67 $1.18 Million - $2.61 Million	46,072 Added 357.23%	58,969 $1.82 Million
Q4 2019 Feb 06, 2020	BUY	$50.81 - $56.72 $655,296 - $731,517	12,897 New	12,897 $726,000

Others Institutions Holding TFC

# of Institutions

1,766

Shares Held

961M

Call Options Held

12.5M

Put Options Held

7.03M

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 $52.4B
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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Moloney Securities Asset Management, LLC Truist Financial Corp Transaction History