A detailed history of Perigon Wealth Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 9,298 shares of TFC stock, worth $361,413. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,298
Previous 8,392 10.8%
Holding current value
$361,413
Previous $309,000 17.15%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

BUY
$34.53 - $38.98 $31,284 - $35,315
906 Added 10.8%
9,298 $362,000
Q4 2023

Jan 29, 2024

BUY
$27.03 - $37.64 $16,893 - $23,525
625 Added 8.05%
8,392 $309,000
Q3 2023

Oct 30, 2023

SELL
$27.97 - $35.59 $16,754 - $21,318
-599 Reduced 7.16%
7,767 $222,000
Q2 2023

Aug 02, 2023

SELL
$26.21 - $34.79 $11,008 - $14,611
-420 Reduced 4.78%
8,366 $253,000
Q1 2023

May 03, 2023

BUY
$30.56 - $50.39 $21,269 - $35,071
696 Added 8.6%
8,786 $299,000
Q4 2022

Feb 14, 2023

BUY
$40.42 - $47.26 $326,997 - $382,333
8,090 New
8,090 $348,000
Q2 2022

Aug 11, 2022

BUY
$45.68 - $55.36 $48,238 - $58,460
1,056 Added 26.13%
5,097 $242,000
Q1 2022

May 16, 2022

BUY
$56.23 - $67.41 $227,225 - $272,403
4,041 New
4,041 $229,000
Q1 2021

May 17, 2021

SELL
$47.18 - $60.17 $45,339 - $57,823
-961 Closed
0 $0
Q4 2020

Jan 28, 2021

BUY
$38.75 - $49.04 $37,238 - $47,127
961 New
961 $46,000

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 $51.6B
  • 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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