Sequoia Financial Advisors, LLC Truist Financial Corp Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 34,481 shares of TFC stock, worth $1.61 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

34,481

Previous 36,015 4.26%

Holding current value

$1.61 Million

Previous $1.4 Million 5.36%

% of portfolio

0.02%

Previous 0.02%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$38.22 - $44.94 $58,629 - $68,937	-1,534 Reduced 4.26%	34,481 $1.47 Million
Q2 2024 Jul 15, 2024	BUY	$35.41 - $40.18 $50,317 - $57,095	1,421 Added 4.11%	36,015 $1.4 Million
Q1 2024 Apr 30, 2024	SELL	$34.53 - $38.98 $316,743 - $357,563	-9,173 Reduced 20.96%	34,594 $1.35 Million
Q4 2023 Jan 25, 2024	BUY	$27.03 - $37.64 $279,328 - $388,971	10,334 Added 30.91%	43,767 $1.62 Million
Q3 2023 Nov 08, 2023	SELL	$27.97 - $35.59 $222,305 - $282,869	-7,948 Reduced 19.21%	33,433 $956,000
Q2 2023 Aug 08, 2023	BUY	$26.21 - $34.79 $74,855 - $99,360	2,856 Added 7.41%	41,381 $1.26 Million
Q1 2023 Apr 24, 2023	SELL	$30.56 - $50.39 $212,605 - $350,563	-6,957 Reduced 15.3%	38,525 $1.31 Million
Q4 2022 Feb 10, 2023	SELL	$40.42 - $47.26 $4,648 - $5,434	-115 Reduced 0.25%	45,482 $1.96 Million
Q4 2022 Jan 17, 2023	BUY	$40.42 - $47.26 $219,763 - $256,952	5,437 Added 13.54%	45,597 $0
Q3 2022 Oct 26, 2022	SELL	$20.41 - $50.47 $142,931 - $353,441	-7,003 Reduced 14.85%	40,160 $1.75 Million
Q2 2022 Jul 22, 2022	SELL	$45.68 - $55.36 $3.62 Million - $4.39 Million	-79,249 Reduced 62.69%	47,163 $2.24 Million
Q1 2022 May 13, 2022	BUY	$56.23 - $67.41 $1.14 Million - $1.36 Million	20,197 Added 19.02%	126,412 $7.17 Million
Q4 2021 Feb 11, 2022	BUY	$55.67 - $65.14 $5.39 Million - $6.31 Million	96,900 Added 1040.26%	106,215 $6.22 Million
Q3 2021 Oct 26, 2021	SELL	$52.18 - $60.15 $2.62 Million - $3.02 Million	-50,138 Reduced 84.33%	9,315 $546,000
Q2 2021 Jul 27, 2021	BUY	$52.81 - $62.14 $639,212 - $752,142	12,104 Added 25.56%	59,453 $3.3 Million
Q1 2021 May 14, 2021	BUY	$47.18 - $60.17 $1.78 Million - $2.27 Million	37,705 Added 390.97%	47,349 $2.76 Million
Q4 2020 Feb 12, 2021	BUY	$38.75 - $49.04 $38,827 - $49,138	1,002 Added 11.59%	9,644 $462,000
Q3 2020 Oct 23, 2020	SELL	$33.61 - $40.81 $86,142 - $104,596	-2,563 Reduced 22.87%	8,642 $329,000
Q2 2020 Aug 25, 2020	BUY	$27.21 - $46.37 $304,888 - $519,575	11,205 New	11,205 $421,000
Q2 2020 Aug 11, 2020	SELL	$27.21 - $46.37 $288,344 - $491,382	-10,597 Closed	0 $421,000
Q1 2020 May 11, 2020	SELL	$25.69 - $56.67 $78,816 - $173,863	-3,068 Reduced 22.45%	10,597 $327,000
Q4 2019 Feb 13, 2020	BUY	$50.81 - $56.72 $694,318 - $775,078	13,665 New	13,665 $770,000

Others Institutions Holding TFC

# of Institutions

1,642

Shares Held

945M

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 $61.8B
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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Sequoia Financial Advisors, LLC Truist Financial Corp Transaction History