Bison Wealth, LLC Truist Financial Corp Transaction History

Bison Wealth, LLC

$561 Million
Q3 2024

A detailed history of Bison Wealth, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Bison Wealth, LLC holds 13,667 shares of TFC stock, worth $657,382. This represents 0.1% of its overall portfolio holdings.

Number of Shares

13,667

Previous 23,718 42.38%

Holding current value

$657,382

Previous $921,000 36.59%

% of portfolio

0.1%

Previous 0.16%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$38.22 - $44.94 $384,149 - $451,691	-10,051 Reduced 42.38%	13,667 $584,000
Q1 2024 May 10, 2024	BUY	$34.53 - $38.98 $3,625 - $4,092	105 Added 0.44%	23,718 $924,000
Q4 2023 Jan 30, 2024	SELL	$27.03 - $37.64 $2,081 - $2,898	-77 Reduced 0.33%	23,613 $871,000
Q3 2023 Nov 13, 2023	SELL	$27.97 - $35.59 $17,033 - $21,674	-609 Reduced 2.51%	23,690 $677,000
Q2 2023 Aug 14, 2023	BUY	$26.21 - $34.79 $27,258 - $36,181	1,040 Added 4.47%	24,299 $737,000
Q1 2023 May 15, 2023	BUY	$30.56 - $50.39 $99,075 - $163,364	3,242 Added 16.2%	23,259 $793,000
Q4 2022 Feb 10, 2023	BUY	$40.42 - $47.26 $7,881 - $9,215	195 Added 0.98%	20,017 $861,000
Q3 2022 Nov 14, 2022	BUY	$20.41 - $50.47 $41,371 - $102,302	2,027 Added 11.39%	19,822 $863,000
Q2 2022 Jul 22, 2022	SELL	$45.68 - $55.36 $9,136 - $11,072	-200 Reduced 1.11%	17,795 $844,000
Q1 2022 May 12, 2022	BUY	$56.23 - $67.41 $36,549 - $43,816	650 Added 3.75%	17,995 $1.02 Million
Q4 2021 Feb 02, 2022	SELL	$55.67 - $65.14 $21,265 - $24,883	-382 Reduced 2.15%	17,345 $1.02 Million
Q3 2021 Nov 03, 2021	SELL	$52.18 - $60.15 $53,588 - $61,774	-1,027 Reduced 5.48%	17,727 $1.04 Million
Q2 2021 Aug 02, 2021	SELL	$52.81 - $62.14 $15,156 - $17,834	-287 Reduced 1.51%	18,754 $1.04 Million
Q1 2021 May 05, 2021	BUY	$47.18 - $60.17 $18,211 - $23,225	386 Added 2.07%	19,041 $1.11 Million
Q4 2020 Feb 11, 2021	BUY	$38.75 - $49.04 $4,456 - $5,639	115 Added 0.62%	18,655 $894,000
Q3 2020 Oct 16, 2020	SELL	$33.61 - $40.81 $150,908 - $183,236	-4,490 Reduced 19.5%	18,540 $705,000
Q2 2020 Aug 03, 2020	BUY	$27.21 - $46.37 $15,536 - $26,477	571 Added 2.54%	23,030 $865,000
Q1 2020 May 04, 2020	SELL	$25.69 - $56.67 $74,757 - $164,909	-2,910 Reduced 11.47%	22,459 $693,000
Q4 2019 Feb 05, 2020	BUY	$50.81 - $56.72 $1.29 Million - $1.44 Million	25,369 New	25,369 $1.43 Million

Others Institutions Holding TFC

# of Institutions

1,647

Shares Held

946M

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 $63.8B
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...

More about TFC

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