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 $3.97 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
91,641
Previous 100,684 8.98%
Holding current value
$3.97 Million
Previous $3.91 Million 0.15%
% of portfolio
0.06%
Previous 0.07%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,647
Shares Held
944M
Call Options Held
9.38M
Put Options Held
6.49M
View Full List

About TRUIST FINANCIAL CORP

TFC Quotes by TradingView
  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $57.5B
  • 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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