Atticus Wealth Management, LLC Truist Financial Corp Transaction History

Atticus Wealth Management, LLC

$285 Million
Q3 2024

A detailed history of Atticus Wealth Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 15,634 shares of TFC stock, worth $727,762. This represents 0.23% of its overall portfolio holdings.

Number of Shares

15,634

Previous 15,634 -0.0%

Holding current value

$727,762

Previous $607,000 10.05%

% of portfolio

0.23%

Previous 0.23%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$35.41 - $40.18 $5,311 - $6,027	-150 Reduced 0.95%	15,634 $607,000
Q1 2024 Apr 17, 2024	SELL	$34.53 - $38.98 $3,591 - $4,053	-104 Reduced 0.65%	15,784 $615,000
Q4 2023 Jan 17, 2024	SELL	$27.03 - $37.64 $15,893 - $22,132	-588 Reduced 3.57%	15,888 $586,000
Q3 2023 Nov 15, 2023	SELL	$27.97 - $35.59 $2,936 - $3,736	-105 Reduced 0.63%	16,476 $471,000
Q2 2023 Jul 20, 2023	SELL	$26.21 - $34.79 $100,122 - $132,897	-3,820 Reduced 18.72%	16,581 $503,000
Q1 2023 Apr 17, 2023	BUY	$30.56 - $50.39 $55,619 - $91,709	1,820 Added 9.79%	20,401 $695,000
Q4 2022 Jan 31, 2023	SELL	$40.42 - $47.26 $104,364 - $122,025	-2,582 Reduced 12.2%	18,581 $799,000
Q2 2022 Jul 13, 2022	SELL	$45.68 - $55.36 $15,805 - $19,154	-346 Reduced 1.61%	21,163 $1 Million
Q1 2022 Apr 15, 2022	SELL	$56.23 - $67.41 $20,917 - $25,076	-372 Reduced 1.7%	21,509 $1.22 Million
Q4 2021 Jan 26, 2022	SELL	$55.67 - $65.14 $31,676 - $37,064	-569 Reduced 2.53%	21,881 $1.28 Million
Q2 2021 Jul 21, 2021	SELL	$52.81 - $62.14 $1,056 - $1,242	-20 Reduced 0.09%	22,450 $1.25 Million
Q4 2020 Jan 20, 2021	SELL	$38.75 - $49.04 $1,743 - $2,206	-45 Reduced 0.2%	22,470 $1.08 Million
Q2 2020 Jul 15, 2020	SELL	$27.21 - $46.37 $1,687 - $2,874	-62 Reduced 0.27%	22,515 $845,000
Q1 2020 Apr 23, 2020	SELL	$25.69 - $56.67 $160,305 - $353,620	-6,240 Reduced 21.65%	22,577 $696,000
Q4 2019 Feb 03, 2020	BUY	$50.81 - $56.72 $1.46 Million - $1.63 Million	28,817 New	28,817 $1.62 Million

Others Institutions Holding TFC

# of Institutions

1,642

Shares Held

945M

Call Options Held

9.38M

Put Options Held

6.49M

View Full List

About TRUIST FINANCIAL CORP

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $61.8B
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...

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Atticus Wealth Management, LLC Truist Financial Corp Transaction History