A detailed history of Exencial Wealth Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 12,033 shares of TFC stock, worth $560,136. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,033
Previous 11,957 0.64%
Holding current value
$560,136
Previous $464,000 10.78%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 31, 2024

BUY
$38.22 - $44.94 $2,904 - $3,415
76 Added 0.64%
12,033 $514,000
Q2 2024

Aug 12, 2024

SELL
$35.41 - $40.18 $14,022 - $15,911
-396 Reduced 3.21%
11,957 $464,000
Q1 2024

May 10, 2024

SELL
$34.53 - $38.98 $3,729 - $4,209
-108 Reduced 0.87%
12,353 $481,000
Q4 2023

Feb 13, 2024

BUY
$27.03 - $37.64 $12,190 - $16,975
451 Added 3.76%
12,461 $460,000
Q3 2023

Nov 08, 2023

SELL
$27.97 - $35.59 $12,222 - $15,552
-437 Reduced 3.51%
12,010 $343,000
Q2 2023

Aug 10, 2023

BUY
$26.21 - $34.79 $5,373 - $7,131
205 Added 1.67%
12,447 $377,000
Q1 2023

May 02, 2023

SELL
$30.56 - $50.39 $21,025 - $34,668
-688 Reduced 5.32%
12,242 $417,000
Q4 2022

Feb 14, 2023

BUY
$40.42 - $47.26 $21,220 - $24,811
525 Added 4.23%
12,930 $556,000
Q3 2022

Nov 08, 2022

SELL
$20.41 - $50.47 $2,081 - $5,147
-102 Reduced 0.82%
12,405 $540,000
Q2 2022

Aug 11, 2022

BUY
$45.68 - $55.36 $6,623 - $8,027
145 Added 1.17%
12,507 $593,000
Q1 2022

May 12, 2022

SELL
$56.23 - $67.41 $297,288 - $356,396
-5,287 Reduced 29.96%
12,362 $701,000
Q4 2021

Feb 10, 2022

BUY
$55.67 - $65.14 $223,515 - $261,537
4,015 Added 29.45%
17,649 $1.03 Million
Q3 2021

Nov 04, 2021

BUY
$52.18 - $60.15 $52,075 - $60,029
998 Added 7.9%
13,634 $800,000
Q2 2021

Aug 16, 2021

SELL
$52.81 - $62.14 $255,547 - $300,695
-4,839 Reduced 27.69%
12,636 $701,000
Q1 2021

May 06, 2021

SELL
$47.18 - $60.17 $383,243 - $488,760
-8,123 Reduced 31.73%
17,475 $1.02 Million
Q4 2020

Feb 11, 2021

SELL
$38.75 - $49.04 $5.23 Million - $6.62 Million
-134,974 Reduced 84.06%
25,598 $1.23 Million
Q3 2020

Nov 13, 2020

BUY
$33.61 - $40.81 $1.01 Million - $1.23 Million
30,026 Added 23.0%
160,572 $6.11 Million
Q2 2020

Aug 17, 2020

BUY
$27.21 - $46.37 $939,778 - $1.6 Million
34,538 Added 35.97%
130,546 $4.9 Million
Q1 2020

May 15, 2020

SELL
$25.69 - $56.67 $14,335 - $31,621
-558 Reduced 0.58%
96,008 $2.96 Million
Q4 2019

Feb 14, 2020

BUY
$50.81 - $56.72 $4.91 Million - $5.48 Million
96,566 New
96,566 $5.44 Million

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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