Wealth Advisors Of Tampa Bay, LLC Truist Financial Corp Transaction History

Wealth Advisors Of Tampa Bay, LLC

$206 Million
Q1 2024

A detailed history of Wealth Advisors Of Tampa Bay, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Wealth Advisors Of Tampa Bay, LLC holds 21,915 shares of TFC stock, worth $866,957. This represents 0.41% of its overall portfolio holdings.

Number of Shares

21,915

Previous 21,915 -0.0%

Holding current value

$866,957

Previous $809,000 5.56%

% of portfolio

0.41%

Previous 0.42%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 24, 2024	SELL	$27.03 - $37.64 $1.88 Million - $2.61 Million	-69,395 Reduced 76.0%	21,915 $809,000
Q3 2023 Oct 31, 2023	BUY	$27.97 - $35.59 $1.55 Million - $1.98 Million	55,588 Added 155.61%	91,310 $2.61 Million
Q2 2023 Aug 02, 2023	BUY	$26.21 - $34.79 $157,653 - $209,261	6,015 Added 20.25%	35,722 $1.08 Million
Q1 2023 Apr 17, 2023	SELL	$30.56 - $50.39 $333,440 - $549,805	-10,911 Reduced 26.86%	29,707 $1.01 Million
Q4 2022 Feb 14, 2023	BUY	$40.42 - $47.26 $9,700 - $11,342	240 Added 0.59%	40,618 $1.75 Million

Q3 2022 Oct 12, 2022	SELL	$20.41 - $50.47 $770,681 - $1.91 Million	-37,760 Reduced 48.32%	40,378 $1.76 Million
Q2 2022 Jul 18, 2022	BUY	$45.68 - $55.36 $8,679 - $10,518	190 Added 0.24%	78,138 $3.71 Million
Q1 2022 Apr 25, 2022	SELL	$56.23 - $67.41 $19,680 - $23,593	-350 Reduced 0.45%	77,948 $4.42 Million
Q4 2021 Feb 10, 2022	BUY	$55.67 - $65.14 $2.18 Million - $2.56 Million	39,229 Added 100.41%	78,298 $4.58 Million
Q3 2021 Oct 13, 2021	BUY	$52.18 - $60.15 $65,746 - $75,789	1,260 Added 3.33%	39,069 $2.29 Million
Q2 2021 Jul 27, 2021	SELL	$52.81 - $62.14 $65,273 - $76,805	-1,236 Reduced 3.17%	37,809 $2.1 Million
Q1 2021 Apr 19, 2021	SELL	$47.18 - $60.17 $17,456 - $22,262	-370 Reduced 0.94%	39,045 $2.28 Million
Q4 2020 Jan 22, 2021	SELL	$38.75 - $49.04 $13,562 - $17,164	-350 Reduced 0.88%	39,415 $1.89 Million
Q3 2020 Oct 23, 2020	BUY	$33.61 - $40.81 $291,701 - $354,189	8,679 Added 27.92%	39,765 $1.51 Million
Q2 2020 Aug 11, 2020	BUY	$27.21 - $46.37 $28,624 - $48,781	1,052 Added 3.5%	31,086 $1.17 Million
Q4 2019 Jan 23, 2020	BUY	$50.81 - $56.72 $1.53 Million - $1.7 Million	30,034 New	30,034 $1.69 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...

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Wealth Advisors Of Tampa Bay, LLC Truist Financial Corp Transaction History