New Edge Advisors, LLC Truist Financial Corp Transaction History

New Edge Advisors, LLC

  • $11.2 Billion
  • Q1 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 147,609 shares of TFC stock, worth $5.57 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
147,609
Previous 172,886 14.62%
Holding current value
$5.57 Million
Previous $6.38 Million 9.86%
% of portfolio
0.05%
Previous 0.06%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,548
Shares Held
935M
Call Options Held
10.1M
Put Options Held
6.61M
View Full List

About TRUIST FINANCIAL CORP

TFC Quotes by TradingView
  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $50.1B
  • 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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