Sea Crest Wealth Management, LLC Truist Financial Corp Transaction History

Sea Crest Wealth Management, LLC

$801 Million
Q1 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 47,961 shares of TFC stock, worth $1.9 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

47,961

Previous 48,711 1.54%

Holding current value

$1.9 Million

Previous $1.8 Million 3.95%

% of portfolio

0.23%

Previous 0.22%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$34.53 - $38.98 $25,897 - $29,234	-750 Reduced 1.54%	47,961 $1.87 Million
Q4 2023 Jan 18, 2024	SELL	$27.03 - $37.64 $19,407 - $27,025	-718 Reduced 1.45%	48,711 $1.8 Million
Q3 2023 Oct 12, 2023	BUY	$27.97 - $35.59 $28,613 - $36,408	1,023 Added 2.11%	49,429 $1.41 Million
Q2 2023 Jul 14, 2023	BUY	$26.21 - $34.79 $375,327 - $498,192	14,320 Added 42.01%	48,406 $1.47 Million
Q1 2023 May 11, 2023	BUY	$30.56 - $50.39 $49,079 - $80,926	1,606 Added 4.94%	34,086 $1.16 Million

Q4 2022 Feb 14, 2023	BUY	$40.42 - $47.26 $363 - $425	9 Added 0.03%	32,480 $1.4 Million
Q3 2022 Nov 14, 2022	SELL	$20.41 - $50.47 $13,797 - $34,117	-676 Reduced 2.04%	32,471 $1.41 Million
Q2 2022 Aug 09, 2022	BUY	$45.68 - $55.36 $71,534 - $86,693	1,566 Added 4.96%	33,147 $1.57 Million
Q1 2022 May 16, 2022	BUY	$56.23 - $67.41 $11,920 - $14,290	212 Added 0.68%	31,581 $1.79 Million
Q4 2021 Feb 11, 2022	BUY	$55.67 - $65.14 $20,152 - $23,580	362 Added 1.17%	31,369 $1.84 Million
Q3 2021 Nov 16, 2021	SELL	$52.18 - $60.15 $24,837 - $28,631	-476 Reduced 1.51%	31,007 $1.82 Million
Q2 2021 Aug 12, 2021	BUY	$52.81 - $62.14 $57,826 - $68,043	1,095 Added 3.6%	31,483 $1.75 Million
Q1 2021 May 17, 2021	BUY	$47.18 - $60.17 $64,164 - $81,831	1,360 Added 4.69%	30,388 $1.77 Million
Q4 2020 Feb 09, 2021	SELL	$38.75 - $49.04 $65,681 - $83,122	-1,695 Reduced 5.52%	29,028 $1.39 Million
Q3 2020 Nov 12, 2020	SELL	$33.61 - $40.81 $25,140 - $30,525	-748 Reduced 2.38%	30,723 $1.17 Million
Q2 2020 Jul 27, 2020	SELL	$27.21 - $46.37 $12,571 - $21,422	-462 Reduced 1.45%	31,471 $1.18 Million
Q1 2020 May 13, 2020	SELL	$25.69 - $56.67 $34,347 - $75,767	-1,337 Reduced 4.02%	31,933 $985,000
Q4 2019 Jan 22, 2020	BUY	$50.81 - $56.72 $1.69 Million - $1.89 Million	33,270 New	33,270 $1.87 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

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $52.5B
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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Sea Crest Wealth Management, LLC Truist Financial Corp Transaction History