Lido Advisors, LLC Truist Financial Corp Transaction History

Lido Advisors, LLC

$20.3 Billion
Q3 2024

A detailed history of Lido Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Lido Advisors, LLC holds 43,575 shares of TFC stock, worth $2.02 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

43,575

Previous 36,746 18.58%

Holding current value

$2.02 Million

Previous $1.43 Million 30.48%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$38.22 - $44.94 $261,004 - $306,895	6,829 Added 18.58%	43,575 $1.86 Million
Q2 2024 Aug 14, 2024	BUY	$35.41 - $40.18 $385,614 - $437,560	10,890 Added 42.12%	36,746 $1.43 Million
Q1 2024 May 15, 2024	BUY	$34.53 - $38.98 $285,079 - $321,818	8,256 Added 46.91%	25,856 $1.01 Million
Q4 2023 Feb 14, 2024	BUY	$27.03 - $37.64 $24,813 - $34,553	918 Added 5.5%	17,600 $649,000
Q3 2023 Nov 14, 2023	SELL	$27.97 - $35.59 $41,283 - $52,530	-1,476 Reduced 8.13%	16,682 $477,000
Q2 2023 Aug 09, 2023	SELL	$26.21 - $34.79 $66,783 - $88,644	-2,548 Reduced 12.31%	18,158 $551,000
Q1 2023 May 15, 2023	BUY	$30.56 - $50.39 $80,495 - $132,727	2,634 Added 14.58%	20,706 $706,000
Q4 2022 Feb 14, 2023	BUY	$40.42 - $47.26 $2,263 - $2,646	56 Added 0.31%	18,072 $777,000
Q3 2022 Nov 14, 2022	SELL	$20.41 - $50.47 $408 - $1,009	-20 Reduced 0.11%	18,016 $784,000
Q2 2022 Aug 15, 2022	BUY	$45.68 - $55.36 $23,570 - $28,565	516 Added 2.95%	18,036 $855,000
Q1 2022 May 17, 2022	SELL	$56.23 - $67.41 $8,040 - $9,639	-143 Reduced 0.81%	17,520 $993,000
Q4 2021 Feb 15, 2022	BUY	$55.67 - $65.14 $22,991 - $26,902	413 Added 2.39%	17,663 $1.03 Million
Q3 2021 Feb 15, 2022	BUY	$52.18 - $60.15 $694,933 - $801,077	13,318 Added 338.71%	17,250 $1.01 Million
Q3 2021 Nov 12, 2021	SELL	$52.18 - $60.15 $503,380 - $580,267	-9,647 Reduced 71.04%	3,932 $1.02 Million
Q2 2021 Aug 12, 2021	SELL	$52.81 - $62.14 $353,774 - $416,275	-6,699 Reduced 33.04%	13,579 $754,000
Q1 2021 May 13, 2021	BUY	$47.18 - $60.17 $62,890 - $80,206	1,333 Added 7.04%	20,278 $1.18 Million
Q4 2020 Feb 08, 2021	BUY	$38.75 - $49.04 $183,481 - $232,204	4,735 Added 33.32%	18,945 $908,000
Q3 2020 Nov 12, 2020	BUY	$33.61 - $40.81 $148,589 - $180,421	4,421 Added 45.16%	14,210 $541,000
Q2 2020 Aug 12, 2020	SELL	$27.21 - $46.37 $47,563 - $81,054	-1,748 Reduced 15.15%	9,789 $368,000
Q1 2020 May 13, 2020	SELL	$25.69 - $56.67 $282,281 - $622,689	-10,988 Reduced 48.78%	11,537 $356,000
Q4 2019 Feb 07, 2020	BUY	$50.81 - $56.72 $1.14 Million - $1.28 Million	22,525 New	22,525 $1.27 Million

Others Institutions Holding TFC

# of Institutions

1,639

Shares Held

947M

Call Options Held

7.74M

Put Options Held

5.16M

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 $61.4B
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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Lido Advisors, LLC Truist Financial Corp Transaction History