Legacy Financial Advisors, Inc. Truist Financial Corp Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Truist Financial Corp stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 85,875 shares of TFC stock, worth $3.74 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

85,875

Previous 85,017 1.01%

Holding current value

$3.74 Million

Previous $3.3 Million 11.18%

% of portfolio

0.71%

Previous 0.65%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$38.22 - $44.94 $32,792 - $38,558	858 Added 1.01%	85,875 $3.67 Million
Q2 2024 Aug 13, 2024	SELL	$35.41 - $40.18 $144,543 - $164,014	-4,082 Reduced 4.58%	85,017 $3.3 Million
Q1 2024 May 14, 2024	BUY	$34.53 - $38.98 $40,952 - $46,230	1,186 Added 1.35%	89,099 $3.47 Million
Q4 2023 Feb 06, 2024	BUY	$27.03 - $37.64 $1.89 Million - $2.64 Million	70,039 Added 391.85%	87,913 $3.25 Million
Q3 2023 Nov 13, 2023	SELL	$27.97 - $35.59 $3,328 - $4,235	-119 Reduced 0.66%	17,874 $511,000
Q2 2023 Aug 08, 2023	SELL	$26.21 - $34.79 $27,730 - $36,807	-1,058 Reduced 5.55%	17,993 $546,000
Q1 2023 May 03, 2023	SELL	$30.56 - $50.39 $11,826 - $19,500	-387 Reduced 1.99%	19,051 $649,000
Q4 2022 Feb 06, 2023	SELL	$40.42 - $47.26 $44,704 - $52,269	-1,106 Reduced 5.38%	19,438 $836,000
Q3 2022 Nov 09, 2022	BUY	$20.41 - $50.47 $6,510 - $16,099	319 Added 1.58%	20,544 $894,000
Q2 2022 Aug 08, 2022	BUY	$45.68 - $55.36 $10,232 - $12,400	224 Added 1.12%	20,225 $959,000
Q1 2022 May 04, 2022	BUY	$56.23 - $67.41 $25,078 - $30,064	446 Added 2.28%	20,001 $1.13 Million
Q4 2021 Feb 04, 2022	BUY	$55.67 - $65.14 $1,336 - $1,563	24 Added 0.12%	19,555 $1.15 Million
Q3 2021 Oct 26, 2021	BUY	$52.18 - $60.15 $20,819 - $23,999	399 Added 2.09%	19,531 $1.15 Million
Q2 2021 Jul 21, 2021	SELL	$52.81 - $62.14 $31,052 - $36,538	-588 Reduced 2.98%	19,132 $1.06 Million
Q1 2021 Apr 28, 2021	SELL	$47.18 - $60.17 $643,016 - $820,056	-13,629 Reduced 40.87%	19,720 $1.15 Million
Q4 2020 Feb 02, 2021	SELL	$38.75 - $49.04 $326,856 - $413,652	-8,435 Reduced 20.19%	33,349 $1.59 Million
Q3 2020 Nov 09, 2020	SELL	$33.61 - $40.81 $16,031 - $19,466	-477 Reduced 1.13%	41,784 $1.59 Million
Q2 2020 Aug 07, 2020	SELL	$27.21 - $46.37 $13,877 - $23,648	-510 Reduced 1.19%	42,261 $1.59 Million
Q1 2020 May 12, 2020	BUY	$25.69 - $56.67 $45,599 - $100,589	1,775 Added 4.33%	42,771 $1.6 Million
Q4 2019 Jan 27, 2020	BUY	$50.81 - $56.72 $2.08 Million - $2.33 Million	40,996 New	40,996 $2.31 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 $57.8B
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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Legacy Financial Advisors, Inc. Truist Financial Corp Transaction History