Sugarloaf Wealth Management, LLC Truist Financial Corp Transaction History

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 5,550 shares of TFC stock, worth $240,426. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,550

Previous 5,547 0.05%

Holding current value

$240,426

Previous $215,000 10.23%

% of portfolio

0.05%

Previous 0.05%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$38.22 - $44.94 $114 - $134	3 Added 0.05%	5,550 $237,000
Q2 2024 Jul 08, 2024	SELL	$35.41 - $40.18 $885 - $1,004	-25 Reduced 0.45%	5,547 $215,000
Q1 2024 Apr 23, 2024	SELL	$34.53 - $38.98 $55,593 - $62,757	-1,610 Reduced 22.42%	5,572 $217,000
Q4 2023 Jan 10, 2024	BUY	$27.03 - $37.64 $44,923 - $62,557	1,662 Added 30.11%	7,182 $265,000
Q3 2023 Nov 13, 2023	BUY	$27.97 - $35.59 $335 - $427	12 Added 0.22%	5,520 $157,000
Q2 2023 Jul 13, 2023	SELL	$26.21 - $34.79 $17,613 - $23,378	-672 Reduced 10.87%	5,508 $167,000
Q1 2023 Apr 26, 2023	SELL	$30.56 - $50.39 $1,252 - $2,065	-41 Reduced 0.66%	6,180 $210,000
Q4 2022 Feb 03, 2023	SELL	$40.42 - $47.26 $237,952 - $278,219	-5,887 Reduced 48.62%	6,221 $267,000
Q3 2022 Oct 11, 2022	BUY	$20.41 - $50.47 $39,779 - $98,366	1,949 Added 19.18%	12,108 $528,000
Q2 2022 Jul 12, 2022	BUY	$45.68 - $55.36 $3,882 - $4,705	85 Added 0.84%	10,159 $482,000
Q1 2022 Apr 25, 2022	BUY	$56.23 - $67.41 $506 - $606	9 Added 0.09%	10,074 $571,000
Q4 2021 Jan 20, 2022	BUY	$55.67 - $65.14 $501 - $586	9 Added 0.09%	10,065 $589,000
Q3 2021 Oct 20, 2021	SELL	$52.18 - $60.15 $4,644 - $5,353	-89 Reduced 0.88%	10,056 $590,000
Q2 2021 Jul 20, 2021	BUY	$52.81 - $62.14 $21,440 - $25,228	406 Added 4.17%	10,145 $563,000
Q1 2021 Apr 19, 2021	BUY	$47.18 - $60.17 $235 - $300	5 Added 0.05%	9,739 $568,000
Q4 2020 Feb 03, 2021	SELL	$38.75 - $49.04 $6,355 - $8,042	-164 Reduced 1.66%	9,734 $467,000
Q3 2020 Nov 03, 2020	BUY	$33.61 - $40.81 $1,478 - $1,795	44 Added 0.45%	9,898 $373,000
Q2 2020 Jul 21, 2020	BUY	$27.21 - $46.37 $1,197 - $2,040	44 Added 0.45%	9,854 $370,000
Q1 2020 Apr 15, 2020	SELL	$25.69 - $56.67 $2,106 - $4,646	-82 Reduced 0.83%	9,810 $303,000
Q4 2019 Jan 29, 2020	BUY	$50.81 - $56.72 $502,612 - $561,074	9,892 New	9,892 $557,000

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...

More about TFC

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Sugarloaf Wealth Management, LLC Truist Financial Corp Transaction History