Peloton Wealth Strategists Truist Financial Corp Transaction History

Peloton Wealth Strategists

$233 Million
Q1 2025

A detailed history of Peloton Wealth Strategists transactions in Truist Financial Corp stock. As of the latest transaction made, Peloton Wealth Strategists holds 59,400 shares of TFC stock, worth $2.35 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

59,400

Previous 64,300 7.62%

Holding current value

$2.35 Million

Previous $2.79 Million 12.37%

% of portfolio

1.05%

Previous 1.15%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 16, 2025	SELL	$39.48 - $48.15 $193,451 - $235,935	-4,900 Reduced 7.62%	59,400 $2.44 Million
Q4 2024 Feb 05, 2025	SELL	$41.51 - $48.1 $100,578 - $116,546	-2,423 Reduced 3.63%	64,300 $2.79 Million
Q3 2024 Nov 15, 2024	SELL	$38.22 - $44.94 $57,100 - $67,140	-1,494 Reduced 2.19%	66,723 $2.85 Million
Q2 2024 Aug 15, 2024	BUY	$35.41 - $40.18 $4,142 - $4,701	117 Added 0.17%	68,217 $2.65 Million
Q1 2024 May 14, 2024	BUY	$34.53 - $38.98 $96,684 - $109,143	2,800 Added 4.29%	68,100 $2.65 Million
Q4 2023 Feb 15, 2024	BUY	$27.03 - $37.64 $83,793 - $116,684	3,100 Added 4.98%	65,300 $2.41 Million
Q3 2023 Nov 13, 2023	BUY	$27.97 - $35.59 $44,052 - $56,054	1,575 Added 2.6%	62,200 $1.78 Million
Q2 2023 Aug 10, 2023	BUY	$26.21 - $34.79 $120,566 - $160,034	4,600 Added 8.21%	60,625 $1.84 Million
Q1 2023 May 11, 2023	BUY	$30.56 - $50.39 $97,792 - $161,248	3,200 Added 6.06%	56,025 $1.91 Million
Q4 2022 Feb 13, 2023	SELL	$40.42 - $47.26 $327,402 - $382,806	-8,100 Reduced 13.3%	52,825 $2.27 Million
Q3 2022 Nov 14, 2022	BUY	$20.41 - $50.47 $10,205 - $25,235	500 Added 0.83%	60,925 $2.65 Million
Q2 2022 Aug 12, 2022	SELL	$45.68 - $55.36 $22,840 - $27,680	-500 Reduced 0.82%	60,425 $2.87 Million
Q1 2022 May 09, 2022	BUY	$56.23 - $67.41 $26,709 - $32,019	475 Added 0.79%	60,925 $3.45 Million
Q4 2021 Feb 10, 2022	SELL	$55.67 - $65.14 $161,443 - $188,906	-2,900 Reduced 4.58%	60,450 $3.54 Million
Q3 2021 Nov 15, 2021	BUY	$52.18 - $60.15 $242,637 - $279,697	4,650 Added 7.92%	63,350 $3.72 Million
Q2 2021 Aug 16, 2021	BUY	$52.81 - $62.14 $527,307 - $620,467	9,985 Added 20.5%	58,700 $3.26 Million
Q1 2021 Jun 23, 2021	BUY	$47.18 - $60.17 $933,692 - $1.19 Million	19,790 Added 68.42%	48,715 $2.84 Million
Q4 2020 Feb 17, 2021	BUY	$38.75 - $49.04 $1.12 Million - $1.42 Million	28,925 New	28,925 $1.39 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 $52.4B
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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Peloton Wealth Strategists Truist Financial Corp Transaction History