A detailed history of Steel Peak Wealth Management LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 95,194 shares of TFC stock, worth $4.12 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
95,194
Previous 108,070 11.91%
Holding current value
$4.12 Million
Previous $4.2 Million 3.07%
% of portfolio
0.18%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$38.22 - $44.94 $492,120 - $578,647
-12,876 Reduced 11.91%
95,194 $4.07 Million
Q2 2024

Jul 16, 2024

SELL
$35.41 - $40.18 $4.12 Million - $4.67 Million
-116,310 Reduced 51.84%
108,070 $4.2 Million
Q1 2024

Apr 17, 2024

BUY
$34.53 - $38.98 $286,253 - $323,144
8,290 Added 3.84%
224,380 $8.75 Million
Q4 2023

Jan 23, 2024

BUY
$27.03 - $37.64 $5.53 Million - $7.71 Million
204,717 Added 1800.03%
216,090 $7.98 Million
Q3 2023

Nov 02, 2023

BUY
$27.97 - $35.59 $318,102 - $404,765
11,373 New
11,373 $325,000

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 $57.5B
  • 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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