New Edge Advisors, LLC Truist Financial Corp Transaction History

New Edge Advisors, LLC

$15 Billion
Q3 2024

A detailed history of New Edge Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, New Edge Advisors, LLC holds 157,645 shares of TFC stock, worth $6.83 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

157,645

Previous 148,053 6.48%

Holding current value

$6.83 Million

Previous $5.75 Million 17.18%

% of portfolio

0.04%

Previous 0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$38.22 - $44.94 $366,606 - $431,064	9,592 Added 6.48%	157,645 $6.74 Million
Q2 2024 Aug 15, 2024	BUY	$35.41 - $40.18 $15,722 - $17,839	444 Added 0.3%	148,053 $5.75 Million
Q1 2024 May 14, 2024	SELL	$34.53 - $38.98 $872,814 - $985,297	-25,277 Reduced 14.62%	147,609 $5.75 Million
Q4 2023 Feb 13, 2024	BUY	$27.03 - $37.64 $934,454 - $1.3 Million	34,571 Added 24.99%	172,886 $6.38 Million
Q3 2023 Nov 14, 2023	BUY	$27.97 - $35.59 $6,600 - $8,399	236 Added 0.17%	138,315 $3.96 Million
Q2 2023 Aug 14, 2023	SELL	$26.21 - $34.79 $1.16 Million - $1.53 Million	-44,072 Reduced 24.2%	138,079 $4.19 Million
Q1 2023 May 12, 2023	BUY	$30.56 - $50.39 $1.7 Million - $2.8 Million	55,628 Added 43.97%	182,151 $6.21 Million
Q4 2022 Feb 14, 2023	BUY	$40.42 - $47.26 $1.24 Million - $1.45 Million	30,676 Added 32.01%	126,523 $5.44 Million
Q3 2022 Nov 14, 2022	BUY	$20.41 - $50.47 $20,920 - $51,731	1,025 Added 1.08%	95,847 $4.17 Million
Q2 2022 Aug 09, 2022	BUY	$45.68 - $55.36 $353,334 - $428,209	7,735 Added 8.88%	94,822 $4.5 Million
Q1 2022 May 13, 2022	BUY	$56.23 - $67.41 $712,883 - $854,623	12,678 Added 17.04%	87,087 $4.94 Million
Q4 2021 Feb 17, 2022	BUY	$55.67 - $65.14 $930,524 - $1.09 Million	16,715 Added 28.97%	74,409 $4.36 Million
Q3 2021 Oct 29, 2021	BUY	$52.18 - $60.15 $129,145 - $148,871	2,475 Added 4.48%	57,694 $3.38 Million
Q2 2021 Jul 22, 2021	BUY	$52.81 - $62.14 $1.13 Million - $1.33 Million	21,427 Added 63.41%	55,219 $3.07 Million
Q1 2021 Apr 26, 2021	BUY	$47.18 - $60.17 $136,963 - $174,673	2,903 Added 9.4%	33,792 $1.97 Million
Q4 2020 Jan 27, 2021	BUY	$38.75 - $49.04 $262,143 - $331,755	6,765 Added 28.04%	30,889 $1.48 Million
Q3 2020 Nov 03, 2020	SELL	$33.61 - $40.81 $211,205 - $256,450	-6,284 Reduced 20.67%	24,124 $918,000
Q2 2020 Jul 29, 2020	SELL	$27.21 - $46.37 $71,589 - $121,999	-2,631 Reduced 7.96%	30,408 $1.14 Million
Q1 2020 May 04, 2020	SELL	$25.69 - $56.67 $268,203 - $591,634	-10,440 Reduced 24.01%	33,039 $1.02 Million
Q4 2019 Jan 31, 2020	BUY	$50.81 - $56.72 $2.21 Million - $2.47 Million	43,479 New	43,479 $2.45 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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New Edge Advisors, LLC Truist Financial Corp Transaction History