Smith, Salley & Associates Truist Financial Corp Transaction History

Smith, Salley & Associates

$1.25 Billion
Q1 2024

A detailed history of Smith, Salley & Associates transactions in Truist Financial Corp stock. As of the latest transaction made, Smith, Salley & Associates holds 15,954 shares of TFC stock, worth $609,761. This represents 0.05% of its overall portfolio holdings.

Number of Shares

15,954

Previous 28,823 44.65%

Holding current value

$609,761

Previous $1.06 Million 41.64%

% of portfolio

0.05%

Previous 0.07%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$34.53 - $38.98 $444,366 - $501,633	-12,869 Reduced 44.65%	15,954 $621,000
Q4 2023 Jan 24, 2024	BUY	$27.03 - $37.64 $174,694 - $243,267	6,463 Added 28.9%	28,823 $1.06 Million
Q3 2023 Oct 27, 2023	SELL	$27.97 - $35.59 $104,579 - $133,071	-3,739 Reduced 14.33%	22,360 $639,000
Q2 2023 Aug 04, 2023	SELL	$26.21 - $34.79 $2.38 Million - $3.16 Million	-90,804 Reduced 77.67%	26,099 $792,000
Q1 2023 May 03, 2023	BUY	$30.56 - $50.39 $493,941 - $814,453	16,163 Added 16.04%	116,903 $3.99 Million

Q4 2022 Feb 03, 2023	SELL	$40.42 - $47.26 $740,858 - $866,228	-18,329 Reduced 15.39%	100,740 $4.33 Million
Q3 2022 Nov 01, 2022	SELL	$20.41 - $50.47 $9,653 - $23,872	-473 Reduced 0.4%	119,069 $5.18 Million
Q2 2022 Aug 01, 2022	BUY	$45.68 - $55.36 $112,601 - $136,462	2,465 Added 2.11%	119,542 $5.67 Million
Q1 2022 May 10, 2022	SELL	$56.23 - $67.41 $270,578 - $324,376	-4,812 Reduced 3.95%	117,077 $6.64 Million
Q4 2021 Feb 10, 2022	BUY	$55.67 - $65.14 $281,467 - $329,347	5,056 Added 4.33%	121,889 $7.14 Million
Q3 2021 Nov 05, 2021	BUY	$52.18 - $60.15 $250,098 - $288,298	4,793 Added 4.28%	116,833 $6.85 Million
Q2 2021 Aug 09, 2021	BUY	$52.81 - $62.14 $92,259 - $108,558	1,747 Added 1.58%	112,040 $6.22 Million
Q1 2021 Apr 30, 2021	SELL	$47.18 - $60.17 $91,670 - $116,910	-1,943 Reduced 1.73%	110,293 $6.43 Million
Q4 2020 Jan 28, 2021	BUY	$38.75 - $49.04 $93,038 - $117,745	2,401 Added 2.19%	112,236 $5.38 Million
Q3 2020 Nov 05, 2020	SELL	$33.61 - $40.81 $45,675 - $55,460	-1,359 Reduced 1.22%	109,835 $4.18 Million
Q2 2020 Aug 04, 2020	SELL	$27.21 - $46.37 $8,489 - $14,467	-312 Reduced 0.28%	111,194 $4.17 Million
Q1 2020 Apr 24, 2020	SELL	$25.69 - $56.67 $76,479 - $168,706	-2,977 Reduced 2.6%	111,506 $3.44 Million
Q4 2019 Jan 27, 2020	BUY	$50.81 - $56.72 $5.82 Million - $6.49 Million	114,483 New	114,483 $6.45 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...

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Smith, Salley & Associates Truist Financial Corp Transaction History