Sterling Investment Advisors, Ltd. Truist Financial Corp Transaction History

Sterling Investment Advisors, Ltd.

$370 Million
Q3 2024

A detailed history of Sterling Investment Advisors, Ltd. transactions in Truist Financial Corp stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 111,080 shares of TFC stock, worth $4.81 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

111,080

Previous 114,570 3.05%

Holding current value

$4.81 Million

Previous $4.45 Million 6.67%

% of portfolio

1.28%

Previous 1.28%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$38.22 - $44.94 $133,387 - $156,840	-3,490 Reduced 3.05%	111,080 $4.75 Million
Q2 2024 Aug 05, 2024	SELL	$35.41 - $40.18 $140,329 - $159,233	-3,963 Reduced 3.34%	114,570 $4.45 Million
Q1 2024 Apr 30, 2024	SELL	$34.53 - $38.98 $15,883 - $17,930	-460 Reduced 0.39%	118,533 $4.62 Million
Q4 2023 Feb 08, 2024	BUY	$27.03 - $37.64 $67,250 - $93,648	2,488 Added 2.14%	118,993 $4.39 Million
Q3 2023 Nov 06, 2023	SELL	$27.97 - $35.59 $73,728 - $93,815	-2,636 Reduced 2.21%	116,505 $3.33 Million
Q2 2023 Aug 03, 2023	BUY	$26.21 - $34.79 $145,806 - $193,536	5,563 Added 4.9%	119,141 $3.62 Million
Q1 2023 Apr 25, 2023	BUY	$30.56 - $50.39 $2.59 Million - $4.27 Million	84,800 Added 294.67%	113,578 $3.87 Million
Q4 2022 Feb 06, 2023	SELL	$40.42 - $47.26 $43,451 - $50,804	-1,075 Reduced 3.6%	28,778 $1.24 Million
Q3 2022 Nov 03, 2022	SELL	$20.41 - $50.47 $72,965 - $180,430	-3,575 Reduced 10.69%	29,853 $1.3 Million
Q2 2022 Aug 05, 2022	SELL	$45.68 - $55.36 $274,080 - $332,160	-6,000 Reduced 15.22%	33,428 $1.59 Million
Q1 2022 May 03, 2022	BUY	$56.23 - $67.41 $70,287 - $84,262	1,250 Added 3.27%	39,428 $2.24 Million
Q4 2021 Feb 02, 2022	BUY	$55.67 - $65.14 $297,166 - $347,717	5,338 Added 16.25%	38,178 $2.24 Million
Q3 2021 Nov 09, 2021	BUY	$52.18 - $60.15 $1.05 Million - $1.2 Million	20,028 Added 156.32%	32,840 $1.93 Million
Q2 2021 Jul 29, 2021	BUY	$52.81 - $62.14 $1,161 - $1,367	22 Added 0.17%	12,812 $711,000
Q1 2021 May 04, 2021	SELL	$47.18 - $60.17 $330 - $421	-7 Reduced 0.05%	12,790 $746,000
Q4 2019 Feb 10, 2020	BUY	$50.81 - $56.72 $650,215 - $725,845	12,797 New	12,797 $720,000

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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Sterling Investment Advisors, Ltd. Truist Financial Corp Transaction History