A detailed history of Sage Mountain Advisors LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 10,111 shares of TFC stock, worth $438,008. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,111
Previous 9,646 4.82%
Holding current value
$438,008
Previous $374,000 15.51%
% of portfolio
0.04%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$38.22 - $44.94 $17,772 - $20,897
465 Added 4.82%
10,111 $432,000
Q2 2024

Jul 31, 2024

BUY
$35.41 - $40.18 $54,779 - $62,158
1,547 Added 19.1%
9,646 $374,000
Q1 2024

Apr 23, 2024

BUY
$34.53 - $38.98 $3,901 - $4,404
113 Added 1.41%
8,099 $315,000
Q4 2023

Feb 01, 2024

BUY
$27.03 - $37.64 $702 - $978
26 Added 0.33%
7,986 $294,000
Q3 2023

Oct 25, 2023

BUY
$27.97 - $35.59 $6,600 - $8,399
236 Added 3.06%
7,960 $227,000
Q2 2023

Jul 24, 2023

BUY
$26.21 - $34.79 $32,972 - $43,765
1,258 Added 19.46%
7,724 $234,000
Q1 2023

Apr 25, 2023

SELL
$30.56 - $50.39 $15,891 - $26,202
-520 Reduced 7.44%
6,466 $220,000
Q4 2022

Feb 01, 2023

BUY
$40.42 - $47.26 $61,923 - $72,402
1,532 Added 28.09%
6,986 $300,000
Q3 2022

Oct 31, 2022

SELL
$20.41 - $50.47 $10,817 - $26,749
-530 Reduced 8.86%
5,454 $237,000
Q2 2022

Aug 01, 2022

BUY
$45.68 - $55.36 $5,390 - $6,532
118 Added 2.01%
5,984 $284,000
Q1 2022

Aug 25, 2022

SELL
$56.23 - $67.41 $49,257 - $59,051
-876 Reduced 12.99%
5,866 $333,000
Q1 2022

May 10, 2022

SELL
$56.23 - $67.41 $3,148 - $3,774
-56 Reduced 0.82%
6,742 $382,000
Q4 2021

Feb 02, 2022

SELL
$55.67 - $65.14 $119,022 - $139,269
-2,138 Reduced 23.93%
6,798 $398,000
Q3 2021

Nov 01, 2021

BUY
$52.18 - $60.15 $109,786 - $126,555
2,104 Added 30.8%
8,936 $524,000
Q2 2021

Jul 22, 2021

BUY
$52.81 - $62.14 $8,555 - $10,066
162 Added 2.43%
6,832 $379,000
Q1 2021

May 10, 2021

BUY
$47.18 - $60.17 $39,678 - $50,602
841 Added 14.43%
6,670 $389,000
Q4 2020

Jan 21, 2021

BUY
$38.75 - $49.04 $225,873 - $285,854
5,829 New
5,829 $279,000

Others Institutions Holding TFC

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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