Truist Financial Corp Managed Portfolio Ser Tortoise Transaction History

Truist Financial Corp

$61.3 Billion
Q1 2025

A detailed history of Truist Financial Corp transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Truist Financial Corp holds 16,432 shares of TPYP stock, worth $572,983. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,432

Previous 27,077 39.31%

Holding current value

$572,983

Previous $923,000 35.32%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$34.32 - $37.26 $365,336 - $396,632	-10,645 Reduced 39.31%	16,432 $597,000
Q4 2024 Jan 31, 2025	SELL	$31.7 - $36.82 $89,045 - $103,427	-2,809 Reduced 9.4%	27,077 $923,000
Q3 2024 Nov 13, 2024	BUY	$28.68 - $32.0 $40,524 - $45,216	1,413 Added 4.96%	29,886 $937,000
Q2 2024 Aug 20, 2024	SELL	$26.63 - $29.03 $32,169 - $35,068	-1,208 Reduced 4.07%	28,473 $820,000
Q1 2024 May 10, 2024	SELL	$25.32 - $27.96 $355,847 - $392,949	-14,054 Reduced 32.13%	29,681 $829,000
Q4 2023 Feb 02, 2024	SELL	$23.59 - $26.45 $19,815 - $22,218	-840 Reduced 1.88%	43,735 $1.13 Million
Q3 2023 Nov 14, 2023	SELL	$24.35 - $25.66 $72,051 - $75,927	-2,959 Reduced 6.23%	44,575 $1.09 Million
Q2 2023 Aug 01, 2023	BUY	$23.58 - $24.97 $24,971 - $26,443	1,059 Added 2.28%	47,534 $1.17 Million
Q1 2023 May 05, 2023	BUY	$22.96 - $25.79 $8,908 - $10,006	388 Added 0.84%	46,475 $1.13 Million
Q4 2022 Feb 17, 2023	SELL	$23.36 - $26.48 $21,187 - $24,017	-907 Reduced 1.93%	46,087 $1.14 Million
Q3 2022 Oct 26, 2022	BUY	$22.85 - $27.34 $152,843 - $182,877	6,689 Added 16.6%	46,994 $1.09 Million
Q2 2022 Jul 22, 2022	SELL	$23.4 - $28.48 $25,693 - $31,271	-1,098 Reduced 2.65%	40,305 $977,000
Q1 2022 Apr 22, 2022	SELL	$22.5 - $26.72 $137,790 - $163,633	-6,124 Reduced 12.89%	41,403 $1.1 Million
Q4 2021 Feb 14, 2022	SELL	$21.34 - $23.93 $246,839 - $276,798	-11,567 Reduced 19.57%	47,527 $1.06 Million
Q3 2021 Nov 05, 2021	BUY	$20.88 - $22.86 $139,896 - $153,162	6,700 Added 12.79%	59,094 $1.29 Million
Q2 2021 Aug 16, 2021	SELL	$20.36 - $23.9 $35,589 - $41,777	-1,748 Reduced 3.23%	52,394 $1.18 Million
Q1 2021 May 17, 2021	SELL	$17.21 - $20.92 $184,129 - $223,823	-10,699 Reduced 16.5%	54,142 $1.1 Million
Q4 2020 Feb 18, 2021	BUY	$14.86 - $18.85 $18,931 - $24,014	1,274 Added 2.0%	64,841 $1.12 Million
Q3 2020 Nov 13, 2020	BUY	$14.89 - $17.92 $144,596 - $174,021	9,711 Added 18.03%	63,567 $952,000
Q2 2020 Aug 14, 2020	SELL	$12.68 - $19.51 $51,671 - $79,503	-4,075 Reduced 7.03%	53,856 $890,000
Q1 2020 May 15, 2020	BUY	$11.57 - $23.89 $68,089 - $140,592	5,885 Added 11.31%	57,931 $787,000
Q4 2019 Feb 14, 2020	BUY	$21.89 - $23.75 $1.14 Million - $1.24 Million	52,046 New	52,046 $1.22 Million

Others Institutions Holding TPYP

# of Institutions

136

Shares Held

17.3M

Call Options Held

Put Options Held

View Full List

About MANAGED PORTFOLIO SER TORTOISE

Ticker TPYP
Sector ETFs
Industry ETFs

More about TPYP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Truist Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Truist Financial Corp with notifications on news.

Account

Truist Financial Corp Managed Portfolio Ser Tortoise Transaction History