A detailed history of Coldstream Capital Management Inc transactions in Truist Financial Corp stock. As of the latest transaction made, Coldstream Capital Management Inc holds 20,764 shares of TFC stock, worth $913,408. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,764
Previous 18,593 11.68%
Holding current value
$913,408
Previous $722,000 22.85%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 15, 2024

BUY
$38.22 - $44.94 $82,975 - $97,564
2,171 Added 11.68%
20,764 $887,000
Q2 2024

Aug 07, 2024

BUY
$35.41 - $40.18 $9,702 - $11,009
274 Added 1.5%
18,593 $722,000
Q1 2024

May 13, 2024

BUY
$34.53 - $38.98 $50,448 - $56,949
1,461 Added 8.67%
18,319 $714,000
Q4 2023

Feb 09, 2024

BUY
$27.03 - $37.64 $36,139 - $50,324
1,337 Added 8.61%
16,858 $622,000
Q3 2023

Nov 02, 2023

BUY
$27.97 - $35.59 $13,789 - $17,545
493 Added 3.28%
15,521 $444,000
Q2 2023

Aug 03, 2023

BUY
$26.21 - $34.79 $46,653 - $61,926
1,780 Added 13.44%
15,028 $456,000
Q1 2023

May 15, 2023

SELL
$30.56 - $50.39 $16,319 - $26,908
-534 Reduced 3.87%
13,248 $451,000
Q4 2022

Jan 10, 2023

SELL
$40.42 - $47.26 $58,811 - $68,763
-1,455 Reduced 9.55%
13,782 $0
Q2 2022

Aug 08, 2022

SELL
$45.68 - $55.36 $228,445 - $276,855
-5,001 Reduced 37.11%
8,475 $402,000
Q2 2022

Aug 08, 2022

BUY
$45.68 - $55.36 $308,888 - $374,344
6,762 Added 79.79%
15,237 $723,000
Q1 2022

May 11, 2022

SELL
$56.23 - $67.41 $100,089 - $119,989
-1,780 Reduced 11.67%
13,476 $764,000
Q4 2021

Feb 11, 2022

BUY
$55.67 - $65.14 $448,477 - $524,767
8,056 Added 111.89%
15,256 $893,000
Q3 2021

Nov 12, 2021

SELL
$52.18 - $60.15 $32,455 - $37,413
-622 Reduced 7.95%
7,200 $274,000
Q2 2021

Aug 16, 2021

BUY
$52.81 - $62.14 $26,563 - $31,256
503 Added 6.87%
7,822 $434,000
Q1 2021

Jun 16, 2021

BUY
$47.18 - $60.17 $7,737 - $9,867
164 Added 2.29%
7,319 $427,000
Q4 2020

Feb 16, 2021

BUY
$38.75 - $49.04 $45,027 - $56,984
1,162 Added 19.39%
7,155 $343,000
Q3 2020

Nov 16, 2020

BUY
$33.61 - $40.81 $201,424 - $244,574
5,993 New
5,993 $228,000
Q1 2020

May 27, 2020

SELL
$25.69 - $56.67 $99,677 - $219,879
-3,880 Closed
0 $0
Q4 2019

Feb 13, 2020

BUY
$50.81 - $56.72 $197,142 - $220,073
3,880 New
3,880 $218,000

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 $58.4B
  • 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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