Avantax Advisory Services, Inc. Truist Financial Corp Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Truist Financial Corp stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 138,746 shares of TFC stock, worth $5.93 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

138,746

Previous 119,318 16.28%

Holding current value

$5.93 Million

Previous $4.65 Million 15.89%

% of portfolio

0.04%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$35.41 - $40.18 $687,945 - $780,617	19,428 Added 16.28%	138,746 $5.39 Million
Q1 2024 May 08, 2024	BUY	$34.53 - $38.98 $64,225 - $72,502	1,860 Added 1.58%	119,318 $4.65 Million
Q4 2023 Feb 07, 2024	BUY	$27.03 - $37.64 $291,978 - $406,587	10,802 Added 10.13%	117,458 $4.34 Million
Q3 2023 Nov 07, 2023	BUY	$27.97 - $35.59 $604,963 - $769,776	21,629 Added 25.44%	106,656 $3.05 Million
Q2 2023 Aug 11, 2023	BUY	$26.21 - $34.79 $1.23 Million - $1.63 Million	46,930 Added 123.19%	85,027 $2.58 Million
Q1 2023 Apr 28, 2023	BUY	$30.56 - $50.39 $111,788 - $184,326	3,658 Added 10.62%	38,097 $1.3 Million
Q4 2022 Feb 13, 2023	BUY	$40.42 - $47.26 $24,211 - $28,308	599 Added 1.77%	34,439 $1.48 Million
Q3 2022 Nov 01, 2022	BUY	$20.41 - $50.47 $53,004 - $131,070	2,597 Added 8.31%	33,840 $1.47 Million
Q2 2022 Aug 02, 2022	SELL	$45.68 - $55.36 $11,191 - $13,563	-245 Reduced 0.78%	31,243 $1.48 Million
Q1 2022 Apr 27, 2022	BUY	$56.23 - $67.41 $157,444 - $188,748	2,800 Added 9.76%	31,488 $1.78 Million
Q4 2021 Jan 24, 2022	BUY	$55.67 - $65.14 $422,312 - $494,152	7,586 Added 35.95%	28,688 $1.68 Million
Q3 2021 Oct 21, 2021	SELL	$52.18 - $60.15 $282,085 - $325,170	-5,406 Reduced 20.39%	21,102 $1.24 Million
Q2 2021 Jul 29, 2021	BUY	$52.81 - $62.14 $126,796 - $149,198	2,401 Added 9.96%	26,508 $1.47 Million
Q1 2021 May 13, 2021	SELL	$47.18 - $60.17 $195,183 - $248,923	-4,137 Reduced 14.65%	24,107 $1.41 Million
Q4 2020 Jan 22, 2021	SELL	$38.75 - $49.04 $1.2 Million - $1.52 Million	-30,948 Reduced 52.28%	28,244 $1.36 Million
Q3 2020 Oct 14, 2020	BUY	$33.61 - $40.81 $821,092 - $996,988	24,430 Added 70.28%	59,192 $2.25 Million
Q2 2020 Aug 06, 2020	BUY	$27.21 - $46.37 $113,302 - $193,084	4,164 Added 13.61%	34,762 $1.31 Million
Q1 2020 Apr 30, 2020	SELL	$25.69 - $56.67 $574,788 - $1.27 Million	-22,374 Reduced 42.24%	30,598 $943,000
Q4 2019 Feb 14, 2020	BUY	$50.81 - $56.72 $2.69 Million - $3 Million	52,972 New	52,972 $2.98 Million

Others Institutions Holding TFC

# of Institutions

1,570

Shares Held

970M

Call Options Held

9.11M

Put Options Held

4.53M

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 $56.7B
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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Avantax Advisory Services, Inc. Truist Financial Corp Transaction History