Heritage Wealth Advisors Truist Financial Corp Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Truist Financial Corp stock. As of the latest transaction made, Heritage Wealth Advisors holds 40,901 shares of TFC stock, worth $1.77 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

40,901

Previous 41,830 2.22%

Holding current value

$1.77 Million

Previous $1.63 Million 7.57%

% of portfolio

0.08%

Previous 0.08%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$38.22 - $44.94 $35,506 - $41,749	-929 Reduced 2.22%	40,901 $1.75 Million
Q2 2024 Dec 12, 2024	SELL	$35.41 - $40.18 $33,816 - $38,371	-955 Reduced 2.23%	41,830 $1.63 Million
Q2 2024 Aug 05, 2024	BUY	$35.41 - $40.18 $1.46 Million - $1.65 Million	41,110 Added 5709.72%	41,830 $1.63 Million
Q1 2024 Dec 12, 2024	BUY	$34.53 - $38.98 $4,972 - $5,613	144 Added 0.34%	42,785 $1.67 Million
Q1 2024 May 08, 2024	SELL	$34.53 - $38.98 $1.45 Million - $1.64 Million	-41,997 Reduced 98.31%	720 $28,000
Q4 2023 Dec 12, 2024	SELL	$27.03 - $37.64 $20,110 - $28,004	-744 Reduced 1.71%	42,641 $1.57 Million
Q4 2023 Feb 09, 2024	SELL	$27.03 - $37.64 $18,056 - $25,143	-668 Reduced 1.54%	42,717 $1.58 Million
Q3 2023 Dec 12, 2024	BUY	$27.97 - $35.59 $867 - $1,103	31 Added 0.07%	43,385 $1.24 Million
Q3 2023 Nov 08, 2023	BUY	$27.97 - $35.59 $867 - $1,103	31 Added 0.07%	43,385 $1.24 Million
Q2 2023 Dec 12, 2024	BUY	$26.21 - $34.79 $64,293 - $85,339	2,453 Added 6.0%	43,354 $1.32 Million
Q2 2023 Aug 09, 2023	SELL	$26.21 - $34.79 $45,893 - $60,917	-1,751 Reduced 3.88%	43,354 $1.32 Million
Q1 2023 May 04, 2023	SELL	$30.56 - $50.39 $53,052 - $87,477	-1,736 Reduced 3.71%	45,105 $1.54 Million
Q4 2022 Dec 12, 2024	SELL	$40.42 - $47.26 $46,078 - $53,876	-1,140 Reduced 2.38%	46,841 $2.02 Million
Q4 2022 Feb 06, 2023	SELL	$40.42 - $47.26 $46,078 - $53,876	-1,140 Reduced 2.38%	46,841 $2.02 Million
Q3 2022 Dec 12, 2024	BUY	$20.41 - $50.47 $144,502 - $357,327	7,080 Added 17.31%	47,981 $2.09 Million
Q3 2022 Nov 10, 2022	BUY	$20.41 - $50.47 $387 - $958	19 Added 0.04%	47,981 $2.09 Million
Q2 2022 Aug 04, 2022	SELL	$45.68 - $55.36 $11.9 Million - $14.5 Million	-261,421 Reduced 84.5%	47,962 $2.28 Million
Q1 2022 May 11, 2022	BUY	$56.23 - $67.41 $1.86 Million - $2.23 Million	33,124 Added 11.99%	309,383 $17.5 Million
Q4 2021 Feb 02, 2022	BUY	$55.67 - $65.14 $1.43 Million - $1.67 Million	25,706 Added 10.26%	276,259 $16.2 Million
Q3 2021 Nov 02, 2021	BUY	$52.18 - $60.15 $760,314 - $876,445	14,571 Added 6.17%	250,553 $14.7 Million
Q2 2021 Aug 09, 2021	BUY	$52.81 - $62.14 $1.12 Million - $1.32 Million	21,238 Added 9.89%	235,982 $13.1 Million
Q2 2021 Jul 27, 2021	SELL	$52.81 - $62.14 $607,895 - $715,293	-11,511 Reduced 5.09%	214,744 $10.3 Million
Q1 2021 Apr 27, 2021	BUY	$47.18 - $60.17 $543,088 - $692,616	11,511 Added 5.36%	226,255 $13.2 Million
Q4 2020 Feb 01, 2021	BUY	$38.75 - $49.04 $238,390 - $301,694	6,152 Added 2.95%	214,744 $10.3 Million
Q3 2020 Nov 03, 2020	BUY	$33.61 - $40.81 $5.27 Million - $6.4 Million	156,942 Added 303.86%	208,592 $7.94 Million
Q2 2020 Jul 17, 2020	BUY	$27.21 - $46.37 $1.4 Million - $2.39 Million	51,450 Added 25725.0%	51,650 $1.94 Million
Q2 2020 Jul 17, 2020	SELL	$27.21 - $46.37 $1.44 Million - $2.45 Million	-52,913 Reduced 99.62%	200 $1.94 Million
Q1 2020 May 05, 2020	BUY	$25.69 - $56.67 $139,316 - $307,321	5,423 Added 11.37%	53,113 $1.64 Million
Q4 2019 Feb 04, 2020	BUY	$50.81 - $56.72 $2.42 Million - $2.7 Million	47,690 New	47,690 $2.69 Million

Others Institutions Holding TFC

# of Institutions

1,647

Shares Held

944M

Call Options Held

9.38M

Put Options Held

6.49M

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 $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...

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Heritage Wealth Advisors Truist Financial Corp Transaction History