A detailed history of Epg Wealth Management LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Epg Wealth Management LLC holds 22,266 shares of TFC stock, worth $964,563. This represents 0.24% of its overall portfolio holdings.

Number of Shares
22,266
Previous 0 Infinity%
Holding current value
$964,563
Previous $0 Infinity%
% of portfolio
0.24%
Previous 100.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$38.22 - $44.94 $851,006 - $1 Million
22,266 New
22,266 $952 Million
Q2 2024

Aug 13, 2024

SELL
$35.41 - $40.18 $933,903 - $1.06 Million
-26,374 Closed
0 $0
Q1 2024

May 14, 2024

BUY
$34.53 - $38.98 $13,673 - $15,436
396 Added 1.52%
26,374 $1.03 Million
Q4 2023

Feb 14, 2024

BUY
$27.03 - $37.64 $9,217 - $12,835
341 Added 1.33%
25,978 $959,000
Q3 2023

Nov 13, 2023

SELL
$27.97 - $35.59 $43,353 - $55,164
-1,550 Reduced 5.7%
25,637 $733,000
Q2 2023

Aug 15, 2023

BUY
$26.21 - $34.79 $228,236 - $302,951
8,708 Added 47.12%
27,187 $825,000
Q1 2023

May 15, 2023

BUY
$30.56 - $50.39 $191,305 - $315,441
6,260 Added 51.23%
18,479 $630,000
Q4 2022

Feb 14, 2023

BUY
$40.42 - $47.26 $8,609 - $10,066
213 Added 1.77%
12,219 $525,000
Q3 2022

Nov 15, 2022

BUY
$20.41 - $50.47 $82,476 - $203,949
4,041 Added 50.73%
12,006 $523,000
Q2 2022

Aug 15, 2022

BUY
$45.68 - $55.36 $363,841 - $440,942
7,965 New
7,965 $378,000
Q1 2022

May 10, 2022

SELL
$56.23 - $67.41 $336,480 - $403,381
-5,984 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$55.67 - $65.14 $12,191 - $14,265
219 Added 3.8%
5,984 $350,000
Q3 2021

Nov 15, 2021

BUY
$52.18 - $60.15 $30,003 - $34,586
575 Added 11.08%
5,765 $338,000
Q2 2021

Aug 09, 2021

BUY
$52.81 - $62.14 $56,612 - $66,614
1,072 Added 26.03%
5,190 $288,000
Q1 2021

May 10, 2021

BUY
$47.18 - $60.17 $194,287 - $247,780
4,118 New
4,118 $240,000
Q2 2020

Aug 06, 2020

SELL
$27.21 - $46.37 $86,718 - $147,781
-3,187 Closed
0 $0
Q1 2020

May 05, 2020

BUY
$25.69 - $56.67 $23,403 - $51,626
911 Added 40.03%
3,187 $99,000
Q4 2019

Feb 14, 2020

BUY
$50.81 - $56.72 $115,643 - $129,094
2,276 New
2,276 $128,000

Others Institutions Holding TFC

About TRUIST FINANCIAL CORP


  • 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
Track This Portfolio

Track Epg Wealth Management LLC Portfolio

Follow Epg Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.