Montag A & Associates Inc Truist Financial Corp Transaction History

Montag A & Associates Inc

  • $1.98 Billion
  • Q1 2024

A detailed history of Montag A & Associates Inc transactions in Truist Financial Corp stock. As of the latest transaction made, Montag A & Associates Inc holds 156,097 shares of TFC stock, worth $6.18 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
156,097
Previous 166,329 6.15%
Holding current value
$6.18 Million
Previous $6.14 Million 0.91%
% of portfolio
0.31%
Previous 0.34%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$34.53 - $38.98 $353,310 - $398,843
-10,232 Reduced 6.15%
156,097 $6.08 Million
Q4 2023

Feb 07, 2024
BUY
$27.03 - $37.64 $145,042 - $201,976
5,366 Added 3.33%
166,329 $6.14 Million
Q3 2023

Nov 09, 2023
SELL
$27.97 - $35.59 $35,326 - $44,950
-1,263 Reduced 0.78%
160,963 $4.61 Million
Q2 2023

Aug 09, 2023
SELL
$26.21 - $34.79 $513,978 - $682,231
-19,610 Reduced 10.78%
162,226 $4.92 Million
Q1 2023

May 11, 2023
SELL
$30.56 - $50.39 $2.44 Million - $4.02 Million
-79,831 Reduced 30.51%
181,836 $6.2 Million
Q4 2022

Feb 02, 2023
SELL
$40.42 - $47.26 $927,315 - $1.08 Million
-22,942 Reduced 8.06%
261,667 $11.3 Million
Q3 2022

Nov 09, 2022
SELL
$20.41 - $50.47 $177,811 - $439,694
-8,712 Reduced 2.97%
284,609 $12.4 Million
Q2 2022

Aug 10, 2022
SELL
$45.68 - $55.36 $1.61 Million - $1.95 Million
-35,288 Reduced 10.74%
293,321 $13.9 Million
Q1 2022

May 02, 2022
SELL
$56.23 - $67.41 $744,035 - $891,969
-13,232 Reduced 3.87%
328,609 $18.6 Million
Q4 2021

Feb 09, 2022
SELL
$55.67 - $65.14 $381,061 - $445,883
-6,845 Reduced 1.96%
341,841 $20 Million
Q3 2021

Nov 08, 2021
SELL
$52.18 - $60.15 $122,831 - $141,593
-2,354 Reduced 0.67%
348,686 $20.5 Million
Q2 2021

Aug 03, 2021
SELL
$52.81 - $62.14 $1.02 Million - $1.2 Million
-19,278 Reduced 5.21%
351,040 $19.5 Million
Q1 2021

May 14, 2021
SELL
$47.18 - $60.17 $54,587 - $69,616
-1,157 Reduced 0.31%
370,318 $21.6 Million
Q4 2020

Feb 12, 2021
SELL
$38.75 - $49.04 $11.2 Million - $14.2 Million
-288,679 Closed
0 $0
Q3 2020

Nov 12, 2020
SELL
$33.61 - $40.81 $1.09 Million - $1.32 Million
-32,454 Reduced 10.11%
288,679 $11 Million
Q2 2020

Aug 04, 2020
SELL
$27.21 - $46.37 $349,621 - $595,808
-12,849 Reduced 3.85%
321,133 $12.1 Million
Q1 2020

May 06, 2020
BUY
$25.69 - $56.67 $215,128 - $474,554
8,374 Added 2.57%
333,982 $10.3 Million
Q4 2019

Feb 05, 2020
BUY
$50.81 - $56.72 $16.5 Million - $18.5 Million
325,608 New
325,608 $18.3 Million

Others Institutions Holding TFC

# of Institutions
1,548
Shares Held
935M
Call Options Held
10.1M
Put Options Held
6.61M
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 $52.5B
  • 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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