Rkl Wealth Management LLC Truist Financial Corp Transaction History

Rkl Wealth Management LLC

$1.01 Billion
Q1 2024

A detailed history of Rkl Wealth Management LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Rkl Wealth Management LLC holds 38,012 shares of TFC stock, worth $1.48 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

38,012

Previous 37,198 2.19%

Holding current value

$1.48 Million

Previous $1.37 Million 7.87%

% of portfolio

0.15%

Previous 0.15%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$34.53 - $38.98 $28,107 - $31,729	814 Added 2.19%	38,012 $1.48 Million
Q4 2023 Jan 24, 2024	BUY	$27.03 - $37.64 $21,542 - $29,999	797 Added 2.19%	37,198 $1.37 Million
Q3 2023 Nov 03, 2023	SELL	$27.97 - $35.59 $8,614 - $10,961	-308 Reduced 0.84%	36,401 $1.04 Million
Q2 2023 Aug 07, 2023	BUY	$26.21 - $34.79 $13,236 - $17,568	505 Added 1.39%	36,709 $1.11 Million
Q1 2023 May 01, 2023	BUY	$30.56 - $50.39 $17,694 - $29,175	579 Added 1.63%	36,204 $1.23 Million

Q4 2022 Feb 06, 2023	SELL	$40.42 - $47.26 $42,845 - $50,095	-1,060 Reduced 2.89%	35,625 $1.53 Million
Q3 2022 Nov 10, 2022	BUY	$20.41 - $50.47 $10,225 - $25,285	501 Added 1.38%	36,685 $1.6 Million
Q2 2022 Aug 01, 2022	BUY	$45.68 - $55.36 $57,785 - $70,030	1,265 Added 3.62%	36,184 $1.72 Million
Q1 2022 May 10, 2022	BUY	$56.23 - $67.41 $262,537 - $314,737	4,669 Added 15.43%	34,919 $1.98 Million
Q4 2021 Feb 08, 2022	SELL	$55.67 - $65.14 $1.4 Million - $1.63 Million	-25,098 Reduced 45.35%	30,250 $1.77 Million
Q3 2021 Nov 15, 2021	BUY	$52.18 - $60.15 $13,201 - $15,217	253 Added 0.46%	55,348 $3.25 Million
Q2 2021 Aug 13, 2021	BUY	$52.81 - $62.14 $34,379 - $40,453	651 Added 1.2%	55,095 $3.06 Million
Q1 2021 May 10, 2021	SELL	$47.18 - $60.17 $21,938 - $27,979	-465 Reduced 0.85%	54,444 $3.18 Million
Q4 2020 Feb 11, 2021	SELL	$38.75 - $49.04 $47,236 - $59,779	-1,219 Reduced 2.17%	54,909 $2.63 Million
Q3 2020 Nov 09, 2020	BUY	$33.61 - $40.81 $41,441 - $50,318	1,233 Added 2.25%	56,128 $2.14 Million
Q2 2020 Aug 07, 2020	BUY	$27.21 - $46.37 $38,474 - $65,567	1,414 Added 2.64%	54,895 $2.06 Million
Q1 2020 Apr 28, 2020	SELL	$25.69 - $56.67 $16,544 - $36,495	-644 Reduced 1.19%	53,481 $1.65 Million
Q4 2019 Feb 04, 2020	BUY	$50.81 - $56.72 $2.75 Million - $3.07 Million	54,125 New	54,125 $3.05 Million

Others Institutions Holding TFC

# of Institutions

1,551

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 $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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rkl Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rkl Wealth Management LLC with notifications on news.

Account

Rkl Wealth Management LLC Truist Financial Corp Transaction History