A detailed history of Nicolet Advisory Services, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 17,473 shares of TFC stock, worth $768,637. This represents 0.07% of its overall portfolio holdings.

Number of Shares
17,473
Previous 17,813 1.91%
Holding current value
$768,637
Previous $692,000 7.8%
% of portfolio
0.07%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$38.22 - $44.94 $12,994 - $15,279
-340 Reduced 1.91%
17,473 $746,000
Q2 2024

Aug 14, 2024

BUY
$35.41 - $40.18 $150,846 - $171,166
4,260 Added 31.43%
17,813 $692,000
Q1 2024

May 09, 2024

BUY
$34.53 - $38.98 $138,707 - $156,582
4,017 Added 42.12%
13,553 $528,000
Q4 2023

Feb 13, 2024

SELL
$27.03 - $37.64 $114,742 - $159,781
-4,245 Reduced 30.8%
9,536 $352,000
Q3 2023

Nov 07, 2023

BUY
$27.97 - $35.59 $116,746 - $148,552
4,174 Added 43.45%
13,781 $394,000
Q2 2023

Aug 09, 2023

SELL
$26.21 - $34.79 $11,322 - $15,029
-432 Reduced 4.3%
9,607 $291,000
Q1 2023

May 09, 2023

BUY
$30.56 - $50.39 $122,270 - $201,610
4,001 Added 66.26%
10,039 $342,000
Q4 2022

Feb 09, 2023

BUY
$40.42 - $47.26 $244,055 - $285,355
6,038 New
6,038 $259,000

Others Institutions Holding TFC

About TRUIST FINANCIAL CORP


  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $58.4B
  • 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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