Evermay Wealth Management LLC Truist Financial Corp Transaction History

Evermay Wealth Management LLC

$661 Million
Q1 2024

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 6,434 shares of TFC stock, worth $246,100. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,434

Previous 6,447 0.2%

Holding current value

$246,100

Previous $238,000 5.04%

% of portfolio

0.04%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# 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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Evermay Wealth Management LLC Truist Financial Corp Transaction History