Montgomery Investment Management Inc Truist Financial Corp Transaction History

Montgomery Investment Management Inc

$240 Million
Q1 2025

A detailed history of Montgomery Investment Management Inc transactions in Truist Financial Corp stock. As of the latest transaction made, Montgomery Investment Management Inc holds 332,089 shares of TFC stock, worth $13.1 Million. This represents 5.7% of its overall portfolio holdings.

Number of Shares

332,089

Previous 332,099 0.0%

Holding current value

$13.1 Million

Previous $14.4 Million 5.14%

% of portfolio

5.7%

Previous 5.95%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$39.48 - $48.15 $394 - $481	-10 Reduced -0.0%	332,089 $13.7 Million
Q4 2024 Jan 27, 2025	SELL	$41.51 - $48.1 $60,189 - $69,745	-1,450 Reduced 0.43%	332,099 $14.4 Million
Q2 2024 Jul 12, 2024	SELL	$35.41 - $40.18 $35,410 - $40,180	-1,000 Reduced 0.3%	333,549 $13 Million
Q1 2024 May 01, 2024	SELL	$34.53 - $38.98 $4.57 Million - $5.16 Million	-132,321 Reduced 28.34%	334,549 $13 Million
Q3 2023 Oct 27, 2023	SELL	$27.97 - $35.59 $53,143 - $67,621	-1,900 Reduced 0.41%	466,870 $13.4 Million
Q2 2023 Aug 02, 2023	SELL	$26.21 - $34.79 $15,726 - $20,874	-600 Reduced 0.13%	468,770 $14.2 Million
Q1 2023 May 08, 2023	SELL	$30.56 - $50.39 $4,889 - $8,062	-160 Reduced 0.03%	469,370 $16 Million
Q4 2022 Jan 31, 2023	SELL	$40.42 - $47.26 $16,491 - $19,282	-408 Reduced 0.09%	469,530 $20.2 Million
Q3 2022 Oct 27, 2022	BUY	$20.41 - $50.47 $6,123 - $15,141	300 Added 0.06%	469,938 $20.5 Million
Q2 2022 Aug 04, 2022	SELL	$45.68 - $55.36 $91,360 - $110,720	-2,000 Reduced 0.42%	469,638 $22.3 Million
Q1 2022 May 02, 2022	SELL	$56.23 - $67.41 $89,968 - $107,856	-1,600 Reduced 0.34%	471,638 $26.7 Million
Q4 2021 Jan 25, 2022	SELL	$55.67 - $65.14 $19,484 - $22,799	-350 Reduced 0.07%	473,238 $27.7 Million
Q3 2021 Nov 03, 2021	BUY	$52.18 - $60.15 $52,180 - $60,150	1,000 Added 0.21%	473,588 $27.8 Million
Q2 2021 Aug 13, 2021	SELL	$52.81 - $62.14 $158,430 - $186,420	-3,000 Reduced 0.63%	472,588 $26.2 Million
Q1 2021 Apr 28, 2021	SELL	$47.18 - $60.17 $26,232 - $33,454	-556 Reduced 0.12%	475,588 $27.7 Million
Q3 2020 Nov 06, 2020	SELL	$33.61 - $40.81 $1.15 Million - $1.4 Million	-34,295 Reduced 6.72%	476,144 $18.1 Million
Q2 2020 Aug 12, 2020	SELL	$27.21 - $46.37 $571,410 - $973,770	-21,000 Reduced 3.95%	510,439 $19.2 Million
Q1 2020 Apr 28, 2020	SELL	$25.69 - $56.67 $15,414 - $34,002	-600 Reduced 0.11%	531,439 $16.4 Million
Q4 2019 Feb 05, 2020	BUY	$50.81 - $56.72 $27 Million - $30.2 Million	532,039 New	532,039 $30 Million

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 $52.2B
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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Montgomery Investment Management Inc Truist Financial Corp Transaction History