Westover Capital Advisors, LLC Truist Financial Corp Transaction History

Westover Capital Advisors, LLC

  • $383 Million
  • Q2 2024

A detailed history of Westover Capital Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Westover Capital Advisors, LLC holds 7,018 shares of TFC stock, worth $302,405. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,018
Previous 7,063 0.64%
Holding current value
$302,405
Previous $275,000 1.09%
% of portfolio
0.07%
Previous 0.08%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$35.41 - $40.18 $1,593 - $1,808
-45 Reduced 0.64%
7,018 $272,000
Q4 2023

Feb 06, 2024
BUY
$27.03 - $37.64 $108 - $150
4 Added 0.06%
7,063 $260,000
Q3 2023

Nov 13, 2023
SELL
$27.97 - $35.59 $345,373 - $439,465
-12,348 Reduced 63.63%
7,059 $201,000
Q2 2023

Aug 11, 2023
SELL
$26.21 - $34.79 $323,116 - $428,891
-12,328 Reduced 38.85%
19,407 $589,000
Q1 2023

May 22, 2023
BUY
$30.56 - $50.39 $137,703 - $227,057
4,506 Added 16.55%
31,735 $1.08 Million
Q4 2022

May 18, 2023
SELL
$40.42 - $47.26 $2.43 Million - $2.84 Million
-60,033 Reduced 68.8%
27,229 $1.17 Million
Q3 2022

Nov 14, 2022
SELL
$20.41 - $50.47 $41,269 - $102,050
-2,022 Reduced 2.26%
87,262 $3.8 Million
Q2 2022

Aug 12, 2022
SELL
$45.68 - $55.36 $879,340 - $1.07 Million
-19,250 Reduced 17.74%
89,284 $4.24 Million
Q1 2022

May 13, 2022
SELL
$56.23 - $67.41 $66,351 - $79,543
-1,180 Reduced 1.08%
108,534 $6.15 Million
Q4 2021

Feb 14, 2022
SELL
$55.67 - $65.14 $200,133 - $234,178
-3,595 Reduced 3.17%
109,714 $6.42 Million
Q3 2021

Nov 15, 2021
BUY
$52.18 - $60.15 $153,043 - $176,419
2,933 Added 2.66%
113,309 $6.65 Million
Q2 2021

Aug 10, 2021
SELL
$52.81 - $62.14 $117,079 - $137,764
-2,217 Reduced 1.97%
110,376 $6.13 Million
Q1 2021

May 18, 2021
BUY
$47.18 - $60.17 $102,710 - $130,990
2,177 Added 1.97%
112,593 $6.57 Million
Q4 2020

Feb 16, 2021
BUY
$38.75 - $49.04 $307,055 - $388,592
7,924 Added 7.73%
110,416 $5.29 Million
Q3 2020

Nov 19, 2020
BUY
$33.61 - $40.81 $92,729 - $112,594
2,759 Added 2.77%
102,492 $3.9 Million
Q2 2020

Aug 14, 2020
SELL
$27.21 - $46.37 $5,442 - $9,274
-200 Reduced 0.2%
99,733 $3.75 Million
Q1 2020

May 18, 2020
BUY
$25.69 - $56.67 $670,765 - $1.48 Million
26,110 Added 35.37%
99,933 $3.08 Million
Q4 2019

Feb 11, 2020
BUY
$50.81 - $56.72 $3.75 Million - $4.19 Million
73,823 New
73,823 $4.16 Million

Others Institutions Holding TFC

# of Institutions
1,581
Shares Held
972M
Call Options Held
9.12M
Put Options Held
4.54M
View Full List

About TRUIST FINANCIAL CORP

TFC Quotes by TradingView
  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $57.2B
  • 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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