Number of Shares
47,010.00
Current Holdings Value*
$1.93 Mil
% of Portfolio
1.35%
Total Estimate Gain
$433,613.50
% of Total Estimate Gain
23.11%

Disciplined Equity Management, Inc.'s Truist Financial Corp Holding Summary

As of 2025-03-31, Disciplined Equity Management, Inc. held 47,010.00 shares of Truist Financial Corp(TFC), totaling $1.93 Mil. This investment constitutes 1.35% of their stock portfolio, and Disciplined Equity Management, Inc. now holds 0% of the outstanding Truist Financial Corp(TFC) stock.

The initial trade took place in 2024Q1. And since then Disciplined Equity Management, Inc. has made 1 purchases of TFC, at an average price of $36.58, for a total of 51,290.00 shares. In addition, there have been 2 sales at an average price of $43.10 for 4,280.00 shares. Based on historical transaction data and TFC's current price of $45.21, Disciplined Equity Management, Inc.'s estimated gain on his TFC holdings is $433,613.50, reflecting a 23.11% gain to date.

Disciplined Equity Management, Inc. TFC ($45.21) Holding Chart

Disciplined Equity Management, Inc. TFC ($45.21) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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