Crewe Advisors LLC Truist Financial Corp Transaction History

Crewe Advisors LLC

$856 Million
Q1 2024

A detailed history of Crewe Advisors LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Crewe Advisors LLC holds 686 shares of TFC stock, worth $26,218. This represents 0.0% of its overall portfolio holdings.

Number of Shares

686

Holding current value

$26,218

% of portfolio

0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$34.53 - $38.98 $23,687 - $26,740	686 New	686 $26,000
Q2 2023 Jul 28, 2023	SELL	$26.21 - $34.79 $51,057 - $67,770	-1,948 Reduced 69.5%	855 $25,000
Q1 2023 May 12, 2023	BUY	$30.56 - $50.39 $2,994 - $4,938	98 Added 3.62%	2,803 $95,000
Q4 2022 Feb 07, 2023	BUY	$40.42 - $47.26 $45,836 - $53,592	1,134 Added 72.18%	2,705 $116,000
Q3 2022 Nov 14, 2022	BUY	$20.41 - $50.47 $2,877 - $7,116	141 Added 9.86%	1,571 $68,000

Q2 2022 Aug 02, 2022	BUY	$45.68 - $55.36 $25,991 - $31,499	569 Added 66.09%	1,430 $68,000
Q1 2022 Apr 27, 2022	BUY	$56.23 - $67.41 $20,692 - $24,806	368 Added 74.65%	861 $49,000
Q3 2021 Oct 29, 2021	BUY	$52.18 - $60.15 $9,757 - $11,248	187 Added 61.11%	493 $29,000
Q4 2020 Jan 27, 2021	SELL	$38.75 - $49.04 $658 - $833	-17 Reduced 5.26%	306 $15,000
Q3 2020 Oct 13, 2020	BUY	$33.61 - $40.81 $571 - $693	17 Added 5.56%	323 $12,000
Q1 2020 May 07, 2020	SELL	$25.69 - $56.67 $2,260 - $4,986	-88 Reduced 22.34%	306 $9,000
Q4 2019 Feb 05, 2020	BUY	$50.81 - $56.72 $20,019 - $22,347	394 New	394 $22,000

Others Institutions Holding TFC

# of Institutions

1,550

Shares Held

935M

Call Options Held

10.1M

Put Options Held

6.61M

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 $50.7B
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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