Patriot Financial Group Insurance Agency, LLC Truist Financial Corp Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 15,074 shares of TFC stock, worth $644,865. This represents 0.09% of its overall portfolio holdings.

Number of Shares

15,074

Previous 14,339 5.13%

Holding current value

$644,865

Previous $557,000 15.62%

% of portfolio

0.09%

Previous 0.08%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$38.22 - $44.94 $28,091 - $33,030	735 Added 5.13%	15,074 $644,000
Q2 2024 Jul 26, 2024	BUY	$35.41 - $40.18 $9,737 - $11,049	275 Added 1.96%	14,339 $557,000
Q1 2024 Apr 30, 2024	BUY	$34.53 - $38.98 $33,286 - $37,576	964 Added 7.36%	14,064 $548,000
Q4 2023 Jan 19, 2024	SELL	$27.03 - $37.64 $3,378 - $4,705	-125 Reduced 0.95%	13,100 $483,000
Q3 2023 Oct 19, 2023	BUY	$27.97 - $35.59 $13,985 - $17,795	500 Added 3.93%	13,225 $378,000
Q2 2023 Jul 17, 2023	SELL	$26.21 - $34.79 $28,201 - $37,434	-1,076 Reduced 7.8%	12,725 $386,000
Q1 2023 Apr 20, 2023	BUY	$30.56 - $50.39 $73,374 - $120,986	2,401 Added 21.06%	13,801 $470,000
Q4 2022 Jan 17, 2023	BUY	$40.42 - $47.26 $227,362 - $265,837	5,625 Added 97.4%	11,400 $0
Q3 2022 Oct 31, 2022	SELL	$20.41 - $50.47 $2,898 - $7,166	-142 Reduced 2.4%	5,775 $251,000
Q2 2022 Jul 29, 2022	BUY	$45.68 - $55.36 $50,293 - $60,951	1,101 Added 22.86%	5,917 $281,000
Q1 2022 May 11, 2022	SELL	$56.23 - $67.41 $3,767 - $4,516	-67 Reduced 1.37%	4,816 $273,000
Q4 2021 Jan 10, 2022	SELL	$55.67 - $65.14 $43,032 - $50,353	-773 Reduced 13.67%	4,883 $286,000
Q3 2021 Nov 24, 2021	BUY	$52.18 - $60.15 $36,786 - $42,405	705 Added 14.24%	5,656 $332,000
Q2 2021 Jul 30, 2021	BUY	$52.81 - $62.14 $52,387 - $61,642	992 Added 25.06%	4,951 $275,000
Q1 2021 Apr 29, 2021	SELL	$47.18 - $60.17 $2,170 - $2,767	-46 Reduced 1.15%	3,959 $231,000
Q4 2020 Jan 15, 2021	BUY	$38.75 - $49.04 $64,286 - $81,357	1,659 Added 70.72%	4,005 $192,000
Q3 2020 Oct 21, 2020	BUY	$33.61 - $40.81 $4,873 - $5,917	145 Added 6.59%	2,346 $89,000
Q2 2020 Jul 10, 2020	SELL	$27.21 - $46.37 $5,197 - $8,856	-191 Reduced 7.98%	2,201 $83,000
Q1 2020 Apr 15, 2020	BUY	$25.69 - $56.67 $29,980 - $66,133	1,167 Added 95.27%	2,392 $74,000
Q4 2019 Jan 22, 2020	BUY	$50.81 - $56.72 $62,242 - $69,482	1,225 New	1,225 $69,000

Others Institutions Holding TFC

# of Institutions

1,647

Shares Held

941M

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 $56.8B
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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Patriot Financial Group Insurance Agency, LLC Truist Financial Corp Transaction History