A detailed history of Waldron Private Wealth LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Waldron Private Wealth LLC holds 9,649 shares of TFC stock, worth $410,275. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,649
Previous 5,511 75.09%
Holding current value
$410,275
Previous $214,000 74.77%
% of portfolio
0.02%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$35.41 - $40.18 $146,526 - $166,264
4,138 Added 75.09%
9,649 $374,000
Q1 2024

May 09, 2024

BUY
$34.53 - $38.98 $190,294 - $214,818
5,511 New
5,511 $214,000
Q1 2023

Aug 29, 2024

BUY
$30.56 - $50.39 $38,536 - $63,541
1,261 Added 13.07%
10,910 $372,000
Q1 2023

May 02, 2023

SELL
$30.56 - $50.39 $449,873 - $741,791
-14,721 Reduced 57.43%
10,910 $372,000
Q3 2022

Nov 14, 2022

SELL
$20.41 - $50.47 $33,921 - $83,881
-1,662 Reduced 6.09%
25,631 $1.12 Million
Q2 2022

Aug 03, 2022

SELL
$45.68 - $55.36 $9,729 - $11,791
-213 Reduced 0.77%
27,293 $1.29 Million
Q1 2022

May 04, 2022

BUY
$56.23 - $67.41 $441,068 - $528,764
7,844 Added 39.89%
27,506 $1.56 Million
Q4 2021

Feb 02, 2022

BUY
$55.67 - $65.14 $15,531 - $18,174
279 Added 1.44%
19,662 $1.15 Million
Q3 2021

Nov 02, 2021

BUY
$52.18 - $60.15 $137,233 - $158,194
2,630 Added 15.7%
19,383 $1.14 Million
Q2 2021

Aug 06, 2021

SELL
$52.81 - $62.14 $509,510 - $599,526
-9,648 Reduced 36.54%
16,753 $929,000
Q4 2020

Feb 12, 2021

SELL
$38.75 - $49.04 $8,408 - $10,641
-217 Reduced 0.82%
26,401 $1.27 Million
Q3 2020

Nov 13, 2020

BUY
$33.61 - $40.81 $7,730 - $9,386
230 Added 0.87%
26,618 $1.01 Million
Q2 2020

Aug 11, 2020

BUY
$27.21 - $46.37 $112,350 - $191,461
4,129 Added 18.55%
26,388 $990,000
Q1 2020

May 05, 2020

SELL
$25.69 - $56.67 $35,041 - $77,297
-1,364 Reduced 5.77%
22,259 $686,000
Q4 2019

Feb 07, 2020

BUY
$50.81 - $56.72 $1.2 Million - $1.34 Million
23,623 New
23,623 $1.33 Million

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 $56.4B
  • 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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