Ep Wealth Advisors, LLC Truist Financial Corp Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,250 shares of TFC stock, worth $238,875. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,250
Previous 8,354 25.19%
Holding current value
$238,875
Previous $308,000 21.1%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$34.53 - $38.98 $72,651 - $82,013
-2,104 Reduced 25.19%
6,250 $243,000
Q4 2023

Feb 28, 2024
BUY
$27.03 - $37.64 $3,378 - $4,705
125 Added 1.52%
8,354 $308,000
Q3 2023

Nov 22, 2023
SELL
$27.97 - $35.59 $2.11 Million - $2.68 Million
-75,265 Reduced 90.14%
8,229 $235,000
Q2 2023

Aug 14, 2023
BUY
$26.21 - $34.79 $1.94 Million - $2.58 Million
74,196 Added 797.98%
83,494 $2.53 Million
Q1 2023

Jun 05, 2023
BUY
$30.56 - $50.39 $284,146 - $468,526
9,298 New
9,298 $317,000
Q4 2022

Jun 12, 2023
SELL
$40.42 - $47.26 $13,904 - $16,257
-344 Reduced 3.7%
8,954 $385,000
Q2 2022

Aug 11, 2022
BUY
$45.68 - $55.36 $122,833 - $148,863
2,689 Added 13.56%
22,524 $1.07 Million
Q1 2022

May 20, 2022
BUY
$56.23 - $67.41 $520,408 - $623,879
9,255 Added 87.48%
19,835 $1.13 Million
Q4 2021

Feb 17, 2022
SELL
$55.67 - $65.14 $55,558 - $65,009
-998 Reduced 8.62%
10,580 $619,000
Q3 2021

Nov 23, 2021
SELL
$52.18 - $60.15 $553,942 - $638,552
-10,616 Reduced 47.83%
11,578 $679,000
Q3 2021

Nov 16, 2021
BUY
$52.18 - $60.15 $497,901 - $573,951
9,542 Added 75.42%
22,194 $679,000
Q2 2021

Aug 24, 2021
SELL
$52.81 - $62.14 $131,549 - $154,790
-2,491 Reduced 16.45%
12,652 $702,000
Q1 2021

May 17, 2021
BUY
$47.18 - $60.17 $47 - $60
1 Added 0.01%
15,143 $883,000
Q4 2020

Feb 18, 2021
SELL
$38.75 - $49.04 $41,888 - $53,012
-1,081 Reduced 6.66%
15,142 $726,000
Q3 2020

Nov 17, 2020
SELL
$33.61 - $40.81 $241,992 - $293,832
-7,200 Reduced 30.74%
16,223 $617,000
Q2 2020

Aug 14, 2020
SELL
$27.21 - $46.37 $7.07 Million - $12 Million
-259,728 Reduced 91.73%
23,423 $880,000
Q1 2020

May 18, 2020
BUY
$25.69 - $56.67 $664,728 - $1.47 Million
25,875 Added 10.06%
283,151 $8.73 Million
Q4 2019

Feb 14, 2020
BUY
$50.81 - $56.72 $13.1 Million - $14.6 Million
257,276 New
257,276 $14.5 Million

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

TFC Quotes by TradingView
  • 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...
More about TFC
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