Ep Wealth Advisors, LLC Truist Financial Corp Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

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 21,769 shares of TFC stock, worth $971,550. This represents 0.01% of its overall portfolio holdings.

Number of Shares

21,769

Previous 16,626 30.93%

Holding current value

$971,550

Previous $684,000 36.7%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$34.79 - $42.99 $178,924 - $221,097	5,143 Added 30.93%	21,769 $935,000
Q1 2025 May 15, 2025	BUY	$39.48 - $48.15 $93,962 - $114,597	2,380 Added 16.71%	16,626 $684,000
Q4 2024 Feb 13, 2025	SELL	$41.51 - $48.1 $7,181 - $8,321	-173 Reduced 1.2%	14,246 $617,000
Q3 2024 Nov 14, 2024	BUY	$38.22 - $44.94 $210,401 - $247,394	5,505 Added 61.76%	14,419 $616,000
Q2 2024 Aug 19, 2024	BUY	$35.41 - $40.18 $94,332 - $107,039	2,664 Added 42.62%	8,914 $346,000
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

1,789

Shares Held

969M

Call Options Held

11.6M

Put Options Held

6.37M

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 $59.2B
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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Ep Wealth Advisors, LLC Truist Financial Corp Transaction History