Kestra Private Wealth Services, LLC Truist Financial Corp Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 81,324 shares of TFC stock, worth $3.81 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
81,324
Previous 76,599 6.17%
Holding current value
$3.81 Million
Previous $3.27 Million 7.73%
% of portfolio
0.06%
Previous 0.06%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$41.51 - $48.1 $196,134 - $227,272
4,725 Added 6.17%
81,324 $3.53 Million
Q3 2024

Nov 13, 2024
BUY
$38.22 - $44.94 $108,544 - $127,629
2,840 Added 3.85%
76,599 $3.27 Million
Q2 2024

Aug 12, 2024
BUY
$35.41 - $40.18 $155,520 - $176,470
4,392 Added 6.33%
73,759 $2.87 Million
Q1 2024

May 02, 2024
SELL
$34.53 - $38.98 $170,647 - $192,639
-4,942 Reduced 6.65%
69,367 $2.7 Million
Q4 2023

Feb 05, 2024
SELL
$27.03 - $37.64 $167,153 - $232,765
-6,184 Reduced 7.68%
74,309 $2.74 Million
Q3 2023

Nov 07, 2023
BUY
$27.97 - $35.59 $40,864 - $51,996
1,461 Added 1.85%
80,493 $2.3 Million
Q2 2023

Aug 08, 2023
BUY
$26.21 - $34.79 $6,945 - $9,219
265 Added 0.34%
79,032 $2.4 Million
Q1 2023

May 12, 2023
BUY
$30.56 - $50.39 $580,915 - $957,863
19,009 Added 31.81%
78,767 $2.69 Million
Q4 2022

Jan 31, 2023
BUY
$40.42 - $47.26 $854,357 - $998,934
21,137 Added 54.73%
59,758 $2.57 Million
Q3 2022

Nov 14, 2022
BUY
$20.41 - $50.47 $9,123 - $22,560
447 Added 1.17%
38,621 $1.68 Million
Q2 2022

Aug 12, 2022
BUY
$45.68 - $55.36 $232,556 - $281,837
5,091 Added 15.39%
38,174 $1.81 Million
Q1 2022

May 26, 2022
SELL
$56.23 - $67.41 $124,661 - $149,447
-2,217 Reduced 6.28%
33,083 $1.88 Million
Q4 2021

Jan 21, 2022
BUY
$55.67 - $65.14 $259,310 - $303,422
4,658 Added 15.2%
35,300 $2.07 Million
Q3 2021

Oct 21, 2021
BUY
$52.18 - $60.15 $317,880 - $366,433
6,092 Added 24.81%
30,642 $1.8 Million
Q2 2021

Jul 30, 2021
SELL
$52.81 - $62.14 $52,862 - $62,202
-1,001 Reduced 3.92%
24,550 $1.36 Million
Q1 2021

May 11, 2021
BUY
$47.18 - $60.17 $7,879 - $10,048
167 Added 0.66%
25,551 $1.49 Million
Q4 2020

Jan 21, 2021
SELL
$38.75 - $49.04 $15,383 - $19,468
-397 Reduced 1.54%
25,384 $1.2 Billion
Q3 2020

Nov 09, 2020
BUY
$33.61 - $40.81 $866,499 - $1.05 Million
25,781 New
25,781 $980,000

Others Institutions Holding TFC

# of Institutions
1,661
Shares Held
942M
Call Options Held
9.36M
Put Options Held
6.48M
View Full List

About TRUIST FINANCIAL CORP

TFC Quotes by TradingView
  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $62.2B
  • 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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