A detailed history of Ever Source Wealth Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 8,265 shares of TFC stock, worth $372,999. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,265
Previous 7,802 5.93%
Holding current value
$372,999
Previous $303,000 16.5%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 08, 2024

BUY
$38.22 - $44.94 $17,695 - $20,807
463 Added 5.93%
8,265 $353,000
Q2 2024

Aug 13, 2024

BUY
$35.41 - $40.18 $30,771 - $34,916
869 Added 12.53%
7,802 $303,000
Q1 2024

Jun 11, 2024

BUY
$34.53 - $38.98 $16,298 - $18,398
472 Added 7.31%
6,933 $270,000
Q4 2023

Feb 09, 2024

BUY
$27.03 - $37.64 $6,541 - $9,108
242 Added 3.89%
6,461 $238,000
Q3 2023

Nov 03, 2023

SELL
$27.97 - $35.59 $80,273 - $102,143
-2,870 Reduced 31.58%
6,219 $177,000
Q2 2023

Aug 04, 2023

SELL
$26.21 - $34.79 $58,107 - $77,129
-2,217 Reduced 19.61%
9,089 $275,000
Q1 2023

May 11, 2023

BUY
$30.56 - $50.39 $14,424 - $23,784
472 Added 4.36%
11,306 $385,000
Q4 2022

Feb 09, 2023

SELL
$40.42 - $47.26 $78,455 - $91,731
-1,941 Reduced 15.19%
10,834 $466,000
Q3 2022

Nov 07, 2022

SELL
$20.41 - $50.47 $96,396 - $238,369
-4,723 Reduced 26.99%
12,775 $555,000
Q2 2022

Aug 01, 2022

BUY
$45.68 - $55.36 $78,478 - $95,108
1,718 Added 10.89%
17,498 $830,000
Q1 2022

May 25, 2022

BUY
$56.23 - $67.41 $186,008 - $222,992
3,308 Added 26.52%
15,780 $895,000
Q4 2021

Feb 07, 2022

BUY
$55.67 - $65.14 $694,316 - $812,426
12,472 New
12,472 $730,000

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 $59.9B
  • 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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