Concord Wealth Partners Truist Financial Corp Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

A detailed history of Concord Wealth Partners transactions in Truist Financial Corp stock. As of the latest transaction made, Concord Wealth Partners holds 18,481 shares of TFC stock, worth $800,042. This represents 0.13% of its overall portfolio holdings.

Number of Shares

18,481

Previous 73,427 74.83%

Holding current value

$800,042

Previous $2.85 Million 72.3%

% of portfolio

0.13%

Previous 0.51%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$38.22 - $44.94 $2.1 Million - $2.47 Million	-54,946 Reduced 74.83%	18,481 $790,000
Q2 2024 Jul 31, 2024	SELL	$35.41 - $40.18 $46,882 - $53,198	-1,324 Reduced 1.77%	73,427 $2.85 Million
Q1 2024 Apr 30, 2024	SELL	$34.53 - $38.98 $12,568 - $14,188	-364 Reduced 0.48%	74,751 $2.91 Million
Q4 2023 Apr 30, 2024	SELL	$27.03 - $37.64 $71,142 - $99,068	-2,632 Reduced 3.39%	75,115 $2.77 Million
Q4 2023 Feb 05, 2024	SELL	$27.03 - $37.64 $71,142 - $99,068	-2,632 Reduced 3.39%	75,115 $2.77 Million
Q3 2023 Apr 30, 2024	BUY	$27.97 - $35.59 $73,617 - $93,672	2,632 Added 3.5%	77,747 $2.22 Million
Q3 2023 Oct 25, 2023	SELL	$27.97 - $35.59 $511,795 - $651,225	-18,298 Reduced 19.05%	77,747 $2.22 Million
Q2 2023 Aug 07, 2023	BUY	$26.21 - $34.79 $316,433 - $420,019	12,073 Added 14.38%	96,045 $2.91 Million
Q1 2023 Apr 26, 2023	BUY	$30.56 - $50.39 $162,548 - $268,024	5,319 Added 6.76%	83,972 $2.86 Million
Q4 2022 Jan 27, 2023	SELL	$40.42 - $47.26 $155,455 - $181,761	-3,846 Reduced 4.66%	78,653 $3.38 Million
Q3 2022 Nov 10, 2022	BUY	$20.41 - $50.47 $346 - $857	17 Added 0.02%	82,499 $3.59 Million
Q2 2022 Aug 04, 2022	SELL	$45.68 - $55.36 $29,326 - $35,541	-642 Reduced 0.77%	82,482 $3.91 Million
Q1 2022 Apr 20, 2022	BUY	$56.23 - $67.41 $66,969 - $80,285	1,191 Added 1.45%	83,124 $4.71 Million
Q4 2021 Jan 21, 2022	BUY	$55.67 - $65.14 $4.22 Million - $4.94 Million	75,880 Added 1253.59%	81,933 $4.8 Million
Q3 2021 Nov 09, 2021	SELL	$52.18 - $60.15 $3.89 Million - $4.49 Million	-74,599 Reduced 92.49%	6,053 $355,000
Q2 2021 Jul 29, 2021	BUY	$52.81 - $62.14 $195,238 - $229,731	3,697 Added 4.8%	80,652 $4.48 Million
Q1 2021 May 13, 2021	BUY	$47.18 - $60.17 $249,770 - $318,539	5,294 Added 7.39%	76,955 $4.49 Million
Q4 2020 Feb 16, 2021	BUY	$38.75 - $49.04 $2.78 Million - $3.51 Million	71,661 New	71,661 $3.44 Million

Others Institutions Holding TFC

# of Institutions

1,583

Shares Held

972M

Call Options Held

9.12M

Put Options Held

4.54M

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 $57.4B
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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Concord Wealth Partners Truist Financial Corp Transaction History