Caldwell Trust CO Truist Financial Corp Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

A detailed history of Caldwell Trust CO transactions in Truist Financial Corp stock. As of the latest transaction made, Caldwell Trust CO holds 7,228 shares of TFC stock, worth $323,380. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,228

Previous 6,822 5.95%

Holding current value

$323,380

Previous $293 Million 12.68%

% of portfolio

0.03%

Previous 0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$42.83 - $47.07 $17,388 - $19,110	406 Added 5.95%	7,228 $330 Million
Q2 2025 Sep 22, 2025	BUY	$34.79 - $42.99 $237,337 - $293,277	6,822 New	6,822 $293 Million
Q1 2025 Sep 23, 2025	SELL	$39.48 - $48.15 $2,882 - $3,514	-73 Reduced 1.07%	6,749 $278 Million
Q4 2024 Sep 24, 2025	SELL	$41.51 - $48.1 $65,502 - $75,901	-1,578 Reduced 22.91%	5,310 $230 Million
Q3 2024 Sep 24, 2025	SELL	$38.22 - $44.94 $14,217 - $16,717	-372 Reduced 5.12%	6,888 $295 Million
Q2 2024 Sep 24, 2025	SELL	$35.41 - $40.18 $16,855 - $19,125	-476 Reduced 6.15%	7,260 $282 Million
Q1 2024 Sep 24, 2025	BUY	$34.53 - $38.98 $31,560 - $35,627	914 Added 13.4%	7,736 $302 Million
Q4 2023 Oct 01, 2025	SELL	$27.03 - $37.64 $16,731 - $23,299	-619 Reduced 6.7%	8,614 $318 Million
Q3 2023 Oct 01, 2025	SELL	$27.97 - $35.59 $96,272 - $122,500	-3,442 Reduced 27.16%	9,233 $264 Million
Q2 2023 Oct 01, 2025	SELL	$26.21 - $34.79 $25,240 - $33,502	-963 Reduced 7.06%	12,675 $385 Million
Q1 2023 Oct 01, 2025	BUY	$30.56 - $50.39 $208,296 - $343,458	6,816 Added 99.91%	13,638 $465 Million
Q4 2022 Oct 01, 2025	SELL	$40.42 - $47.26 $69,158 - $80,861	-1,711 Reduced 11.29%	13,446 $579 Million
Q3 2022 Oct 01, 2025	BUY	$20.41 - $50.47 $170,117 - $420,667	8,335 Added 122.18%	15,157 $660 Million
Q2 2022 Oct 01, 2025	SELL	$45.68 - $55.36 $12,333 - $14,947	-270 Reduced 1.81%	14,673 $696 Million
Q1 2022 Oct 01, 2025	BUY	$56.23 - $67.41 $456,643 - $547,436	8,121 Added 119.04%	14,943 $847 Million
Q4 2021 Oct 02, 2025	BUY	$55.67 - $65.14 $10,076 - $11,790	181 Added 1.24%	14,725 $862 Million
Q3 2021 Oct 02, 2025	SELL	$52.18 - $60.15 $74,356 - $85,713	-1,425 Reduced 8.92%	14,544 $853 Million
Q2 2021 Oct 02, 2025	BUY	$52.81 - $62.14 $18,061 - $21,251	342 Added 2.19%	15,969 $886 Million
Q1 2021 Oct 02, 2025	BUY	$47.18 - $60.17 $415,419 - $529,796	8,805 Added 129.07%	15,627 $911 Million
Q4 2020 Oct 02, 2025	BUY	$38.75 - $49.04 $288,106 - $364,612	7,435 Added 108.99%	14,257 $683 Million
Q3 2020 Oct 02, 2025	SELL	$33.61 - $40.81 $266,997 - $324,194	-7,944 Reduced 34.53%	15,062 $573 Million
Q2 2020 Oct 02, 2025	SELL	$27.21 - $46.37 $36,733 - $62,599	-1,350 Reduced 5.54%	23,006 $864 Million
Q1 2020 Oct 02, 2025	BUY	$25.69 - $56.67 $450,448 - $993,651	17,534 Added 257.02%	24,356 $751 Million
Q4 2019 Oct 06, 2025	BUY	$50.81 - $56.72 $911,887 - $1.02 Million	17,947 Added 263.08%	24,769 $1.39 Billion

Others Institutions Holding TFC

# of Institutions

1,794

Shares Held

947M

Call Options Held

11.9M

Put Options Held

6.91M

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 $59.4B
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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Caldwell Trust CO Truist Financial Corp Transaction History