A detailed history of Evermay Wealth Management LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Evermay Wealth Management LLC holds 5,955 shares of TFC stock, worth $277,205. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,955
Previous 5,985 0.5%
Holding current value
$277,205
Previous $232,000 9.48%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 25, 2024

SELL
$38.22 - $44.94 $1,146 - $1,348
-30 Reduced 0.5%
5,955 $254,000
Q2 2024

Aug 01, 2024

SELL
$35.41 - $40.18 $15,899 - $18,040
-449 Reduced 6.98%
5,985 $232,000
Q1 2024

May 13, 2024

SELL
$34.53 - $38.98 $448 - $506
-13 Reduced 0.2%
6,434 $250,000
Q4 2023

Feb 09, 2024

SELL
$27.03 - $37.64 $35,922 - $50,023
-1,329 Reduced 17.09%
6,447 $238,000
Q3 2023

Nov 13, 2023

BUY
$27.97 - $35.59 $12,894 - $16,406
461 Added 6.3%
7,776 $222,000
Q2 2023

Aug 10, 2023

SELL
$26.21 - $34.79 $41,411 - $54,968
-1,580 Reduced 17.76%
7,315 $222,000
Q1 2023

May 15, 2023

SELL
$30.56 - $50.39 $42,111 - $69,437
-1,378 Reduced 13.41%
8,895 $303,000
Q4 2022

Jan 19, 2023

BUY
$40.42 - $47.26 $54,243 - $63,422
1,342 Added 15.03%
10,273 $0
Q3 2022

Nov 14, 2022

SELL
$20.41 - $50.47 $857 - $2,119
-42 Reduced 0.47%
8,931 $389,000
Q2 2022

Aug 15, 2022

SELL
$45.68 - $55.36 $3,700 - $4,484
-81 Reduced 0.89%
8,973 $426,000
Q1 2022

May 16, 2022

SELL
$56.23 - $67.41 $89,968 - $107,856
-1,600 Reduced 15.02%
9,054 $513,000
Q4 2021

Feb 14, 2022

SELL
$55.67 - $65.14 $7,793 - $9,119
-140 Reduced 1.3%
10,654 $624,000
Q3 2021

Nov 12, 2021

SELL
$52.18 - $60.15 $13,045 - $15,037
-250 Reduced 2.26%
10,794 $633,000
Q2 2021

Aug 13, 2021

BUY
$52.81 - $62.14 $280,949 - $330,584
5,320 Added 92.94%
11,044 $613,000
Q1 2021

May 10, 2021

SELL
$47.18 - $60.17 $10,143 - $12,936
-215 Reduced 3.62%
5,724 $334,000
Q4 2020

Feb 16, 2021

SELL
$38.75 - $49.04 $103,423 - $130,887
-2,669 Reduced 31.01%
5,939 $285,000
Q3 2020

Nov 05, 2020

BUY
$33.61 - $40.81 $10,183 - $12,365
303 Added 3.65%
8,608 $328,000
Q2 2020

Jul 20, 2020

SELL
$27.21 - $46.37 $78,011 - $132,942
-2,867 Reduced 25.66%
8,305 $312,000
Q1 2020

Apr 24, 2020

SELL
$25.69 - $56.67 $156,888 - $346,083
-6,107 Reduced 35.34%
11,172 $345,000
Q4 2019

Feb 11, 2020

BUY
$50.81 - $56.72 $877,945 - $980,064
17,279 New
17,279 $976,000

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 $61.8B
  • 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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