Clearstead Advisors, LLC Truist Financial Corp Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Clearstead Advisors, LLC holds 91,641 shares of TFC stock, worth $4.27 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

91,641

Previous 100,684 8.98%

Holding current value

$4.27 Million

Previous $3.91 Million 0.15%

% of portfolio

0.06%

Previous 0.07%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$38.22 - $44.94 $345,623 - $406,392	-9,043 Reduced 8.98%	91,641 $3.92 Million
Q2 2024 Aug 09, 2024	BUY	$35.41 - $40.18 $2.84 Million - $3.22 Million	80,172 Added 390.85%	100,684 $3.91 Million
Q1 2024 May 14, 2024	SELL	$34.53 - $38.98 $16,332 - $18,437	-473 Reduced 2.25%	20,512 $799,000
Q4 2023 Feb 12, 2024	SELL	$27.03 - $37.64 $5,297 - $7,377	-196 Reduced 0.93%	20,985 $774,000
Q3 2023 Nov 07, 2023	SELL	$27.97 - $35.59 $9,845 - $12,527	-352 Reduced 1.63%	21,181 $605,000
Q2 2023 Aug 07, 2023	BUY	$26.21 - $34.79 $20,653 - $27,414	788 Added 3.8%	21,533 $653,000
Q1 2023 May 09, 2023	BUY	$30.56 - $50.39 $23,470 - $38,699	768 Added 3.84%	20,745 $707,000
Q4 2022 Feb 14, 2023	SELL	$40.42 - $47.26 $3,880 - $4,536	-96 Reduced 0.48%	19,977 $859,000
Q3 2022 Nov 14, 2022	SELL	$20.41 - $50.47 $25,145 - $62,179	-1,232 Reduced 5.78%	20,073 $874,000
Q2 2022 Aug 12, 2022	SELL	$45.68 - $55.36 $41,797 - $50,654	-915 Reduced 4.12%	21,305 $1.01 Million
Q1 2022 May 04, 2022	BUY	$56.23 - $67.41 $119,376 - $143,111	2,123 Added 10.56%	22,220 $1.26 Million
Q4 2021 Feb 14, 2022	SELL	$55.67 - $65.14 $8,851 - $10,357	-159 Reduced 0.78%	20,097 $1.18 Million
Q3 2021 Nov 12, 2021	BUY	$52.18 - $60.15 $16,175 - $18,646	310 Added 1.55%	20,256 $1.19 Million
Q2 2021 Aug 12, 2021	SELL	$52.81 - $62.14 $1,478 - $1,739	-28 Reduced 0.14%	19,946 $1.11 Million
Q1 2021 May 14, 2021	BUY	$47.18 - $60.17 $2,075 - $2,647	44 Added 0.22%	19,974 $1.17 Million
Q4 2020 Feb 11, 2021	BUY	$38.75 - $49.04 $17,592 - $22,264	454 Added 2.33%	19,930 $955,000
Q3 2020 Nov 12, 2020	SELL	$33.61 - $40.81 $56,061 - $68,071	-1,668 Reduced 7.89%	19,476 $741,000
Q2 2020 Aug 11, 2020	BUY	$27.21 - $46.37 $28,924 - $49,291	1,063 Added 5.29%	21,144 $794,000
Q1 2020 May 14, 2020	SELL	$25.69 - $56.67 $69,568 - $153,462	-2,708 Reduced 11.88%	20,081 $619,000
Q4 2019 Feb 11, 2020	BUY	$50.81 - $56.72 $1.16 Million - $1.29 Million	22,789 New	22,789 $1.28 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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Clearstead Advisors, LLC Truist Financial Corp Transaction History