A detailed history of New Edge Wealth, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, New Edge Wealth, LLC holds 18,970 shares of TFC stock, worth $903,351. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,970
Previous 7,535 151.76%
Holding current value
$903,351
Previous $292,000 177.4%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$38.22 - $44.94 $437,045 - $513,888
11,435 Added 151.76%
18,970 $810,000
Q2 2024

Aug 01, 2024

BUY
$35.41 - $40.18 $40,013 - $45,403
1,130 Added 17.64%
7,535 $292,000
Q1 2024

May 06, 2024

BUY
$34.53 - $38.98 $221,164 - $249,666
6,405 New
6,405 $249,000
Q2 2023

Aug 09, 2023

SELL
$26.21 - $34.79 $247,107 - $328,000
-9,428 Reduced 21.89%
33,645 $1.02 Million
Q1 2023

May 08, 2023

SELL
$30.56 - $50.39 $92,871 - $153,135
-3,039 Reduced 6.59%
43,073 $1.47 Million
Q4 2022

Feb 14, 2023

BUY
$40.42 - $47.26 $62,610 - $73,205
1,549 Added 3.48%
46,112 $1.98 Million
Q3 2022

Nov 14, 2022

SELL
$20.41 - $50.47 $294,679 - $728,685
-14,438 Reduced 24.47%
44,563 $1.94 Million
Q2 2022

Aug 09, 2022

BUY
$45.68 - $55.36 $2.32 Million - $2.82 Million
50,893 Added 627.69%
59,001 $2.8 Million
Q1 2022

May 10, 2022

BUY
$56.23 - $67.41 $220,309 - $264,112
3,918 Added 93.51%
8,108 $460,000
Q4 2021

Jan 31, 2022

BUY
$55.67 - $65.14 $233,257 - $272,936
4,190 New
4,190 $245,000
Q2 2021

Aug 11, 2021

SELL
$52.81 - $62.14 $3.31 Million - $3.9 Million
-62,756 Closed
0 $0
Q1 2021

May 13, 2021

BUY
$47.18 - $60.17 $2.09 Million - $2.66 Million
44,211 Added 238.4%
62,756 $3.66 Million
Q4 2020

May 13, 2021

BUY
$38.75 - $49.04 $718,618 - $909,446
18,545 New
18,545 $889,000

Others Institutions Holding TFC

About TRUIST FINANCIAL CORP


  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $63.2B
  • 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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