Patten & Patten Inc Truist Financial Corp Transaction History

Patten & Patten Inc

$1.39 Billion
Q1 2024

A detailed history of Patten & Patten Inc transactions in Truist Financial Corp stock. As of the latest transaction made, Patten & Patten Inc holds 135,456 shares of TFC stock, worth $5.18 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

135,456

Previous 150,224 9.83%

Holding current value

$5.18 Million

Previous $5.55 Million 4.8%

% of portfolio

0.38%

Previous 0.46%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$34.53 - $38.98 $509,939 - $575,656	-14,768 Reduced 9.83%	135,456 $5.28 Million
Q4 2023 Jan 23, 2024	SELL	$27.03 - $37.64 $821,955 - $1.14 Million	-30,409 Reduced 16.83%	150,224 $5.55 Million
Q3 2023 Oct 27, 2023	SELL	$27.97 - $35.59 $603,201 - $767,533	-21,566 Reduced 10.67%	180,633 $5.17 Million
Q2 2023 Jul 14, 2023	BUY	$26.21 - $34.79 $123,055 - $163,339	4,695 Added 2.38%	202,199 $6.14 Million
Q1 2023 Apr 25, 2023	BUY	$30.56 - $50.39 $139,017 - $229,224	4,549 Added 2.36%	197,504 $6.73 Million

Q4 2022 Feb 01, 2023	SELL	$40.42 - $47.26 $999,950 - $1.17 Million	-24,739 Reduced 11.36%	192,955 $8.3 Million
Q3 2022 Oct 19, 2022	BUY	$20.41 - $50.47 $43,534 - $107,652	2,133 Added 0.99%	217,694 $9.48 Million
Q2 2022 Aug 02, 2022	SELL	$45.68 - $55.36 $258,548 - $313,337	-5,660 Reduced 2.56%	215,561 $10.2 Million
Q1 2022 Apr 25, 2022	BUY	$56.23 - $67.41 $380,114 - $455,691	6,760 Added 3.15%	221,221 $12.5 Million
Q4 2021 Jan 26, 2022	BUY	$55.67 - $65.14 $582,697 - $681,820	10,467 Added 5.13%	214,461 $12.6 Million
Q3 2021 Oct 22, 2021	BUY	$52.18 - $60.15 $446,243 - $514,402	8,552 Added 4.38%	203,994 $12 Million
Q2 2021 Jul 13, 2021	BUY	$52.81 - $62.14 $698,623 - $822,050	13,229 Added 7.26%	195,442 $10.8 Million
Q1 2021 Apr 23, 2021	BUY	$47.18 - $60.17 $994,224 - $1.27 Million	21,073 Added 13.08%	182,213 $10.6 Million
Q4 2020 Jan 19, 2021	BUY	$38.75 - $49.04 $1.44 Million - $1.82 Million	37,051 Added 29.86%	161,140 $7.72 Million
Q3 2020 Oct 08, 2020	BUY	$33.61 - $40.81 $18,384 - $22,323	547 Added 0.44%	124,089 $4.72 Million
Q2 2020 Jul 21, 2020	SELL	$27.21 - $46.37 $136,485 - $232,591	-5,016 Reduced 3.9%	123,542 $4.64 Million
Q1 2020 Apr 16, 2020	SELL	$25.69 - $56.67 $209,527 - $462,200	-8,156 Reduced 5.97%	128,558 $3.97 Million
Q4 2019 Jan 13, 2020	BUY	$50.81 - $56.72 $6.95 Million - $7.75 Million	136,714 New	136,714 $7.7 Million

Others Institutions Holding TFC

# of Institutions

1,550

Shares Held

935M

Call Options Held

10.1M

Put Options Held

6.61M

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 $50.7B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patten & Patten Inc, based on Form 13F filings with the SEC.

News

Stay updated on Patten & Patten Inc with notifications on news.

Account

Patten & Patten Inc Truist Financial Corp Transaction History