J.W. Cole Advisors, Inc. Truist Financial Corp Transaction History

J.W. Cole Advisors, Inc.

$2.33 Billion
Q3 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Truist Financial Corp stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 27,579 shares of TFC stock, worth $1.19 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

27,579

Previous 33,445 17.54%

Holding current value

$1.19 Million

Previous $1.3 Million 9.24%

% of portfolio

0.05%

Previous 0.06%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$38.22 - $44.94 $224,198 - $263,618	-5,866 Reduced 17.54%	27,579 $1.18 Million
Q2 2024 Aug 08, 2024	SELL	$35.41 - $40.18 $107,929 - $122,468	-3,048 Reduced 8.35%	33,445 $1.3 Million
Q1 2024 Apr 30, 2024	BUY	$34.53 - $38.98 $6,388 - $7,211	185 Added 0.51%	36,493 $1.42 Million
Q4 2023 Jan 31, 2024	BUY	$27.03 - $37.64 $5,433 - $7,565	201 Added 0.56%	36,308 $1.34 Million
Q3 2023 Oct 24, 2023	BUY	$27.97 - $35.59 $61,785 - $78,618	2,209 Added 6.52%	36,107 $1.03 Million
Q2 2023 Jul 27, 2023	SELL	$26.21 - $34.79 $48,147 - $63,909	-1,837 Reduced 5.14%	33,898 $1.03 Million
Q1 2023 May 03, 2023	BUY	$30.56 - $50.39 $65,276 - $107,633	2,136 Added 6.36%	35,735 $1.22 Million
Q4 2022 Feb 14, 2023	SELL	$40.42 - $47.26 $164,388 - $192,206	-4,067 Reduced 10.8%	33,599 $1.45 Million
Q3 2022 Oct 31, 2022	BUY	$20.41 - $50.47 $15,817 - $39,114	775 Added 2.1%	37,666 $1.64 Million
Q2 2022 Jul 27, 2022	BUY	$45.68 - $55.36 $25,763 - $31,223	564 Added 1.55%	36,891 $1.75 Million
Q1 2022 Jun 10, 2022	SELL	$56.23 - $67.41 $108 Million - $129 Million	-1,917,659 Reduced 98.14%	36,327 $2.06 Million
Q1 2022 May 16, 2022	BUY	$56.23 - $67.41 $108 Million - $129 Million	1,917,891 Added 5313.45%	1,953,986 $168,000
Q4 2021 Jan 25, 2022	SELL	$55.67 - $65.14 $25,051 - $29,313	-450 Reduced 1.23%	36,095 $2.11 Million
Q3 2021 Oct 26, 2021	SELL	$52.18 - $60.15 $104 - $120	-2 Reduced 0.01%	36,545 $2.14 Million
Q2 2021 Aug 06, 2021	BUY	$52.81 - $62.14 $391,850 - $461,078	7,420 Added 25.47%	36,547 $2.03 Million
Q1 2021 Apr 28, 2021	BUY	$47.18 - $60.17 $30,761 - $39,230	652 Added 2.29%	29,127 $1.7 Million
Q4 2020 Feb 12, 2021	BUY	$38.75 - $49.04 $110,398 - $139,714	2,849 Added 11.12%	28,475 $1.37 Million
Q3 2020 Nov 05, 2020	SELL	$33.61 - $40.81 $96,998 - $117,777	-2,886 Reduced 10.12%	25,626 $975,000
Q2 2020 Aug 07, 2020	BUY	$27.21 - $46.37 $317,050 - $540,303	11,652 Added 69.11%	28,512 $1.07 Million
Q1 2020 May 07, 2020	SELL	$25.69 - $56.67 $443,306 - $977,897	-17,256 Reduced 50.58%	16,860 $520,000
Q4 2019 Jan 23, 2020	BUY	$50.81 - $56.72 $1.73 Million - $1.94 Million	34,116 New	34,116 $1.92 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...

More about TFC

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J.W. Cole Advisors, Inc. Truist Financial Corp Transaction History