Sheets Smith Wealth Management Truist Financial Corp Transaction History

Sheets Smith Wealth Management

$856 Million
Q3 2025

A detailed history of Sheets Smith Wealth Management transactions in Truist Financial Corp stock. As of the latest transaction made, Sheets Smith Wealth Management holds 18,060 shares of TFC stock, worth $806,017. This represents 0.1% of its overall portfolio holdings.

Number of Shares

18,060

Previous 18,089 0.16%

Holding current value

$806,017

Previous $777,000 6.18%

% of portfolio

0.1%

Previous 0.09%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	SELL	$42.83 - $47.07 $1,242 - $1,365	-29 Reduced 0.16%	18,060 $825,000
Q2 2025 Jul 15, 2025	BUY	$34.79 - $42.99 $452 - $558	13 Added 0.07%	18,089 $777,000
Q1 2025 Apr 23, 2025	BUY	$39.48 - $48.15 $434 - $529	11 Added 0.06%	18,076 $743,000
Q4 2024 Jan 17, 2025	BUY	$41.51 - $48.1 $415 - $481	10 Added 0.06%	18,065 $783,000
Q3 2024 Nov 01, 2024	SELL	$38.22 - $44.94 $1,299 - $1,527	-34 Reduced 0.19%	18,055 $771,000
Q2 2024 Jul 30, 2024	SELL	$35.41 - $40.18 $2,407 - $2,732	-68 Reduced 0.37%	18,089 $702,000
Q1 2024 May 08, 2024	BUY	$34.53 - $38.98 $6,215 - $7,016	180 Added 1.0%	18,157 $707,000
Q4 2023 Feb 06, 2024	SELL	$27.03 - $37.64 $129,122 - $179,806	-4,777 Reduced 20.99%	17,977 $663,000
Q3 2023 Oct 23, 2023	SELL	$27.97 - $35.59 $42,654 - $54,274	-1,525 Reduced 6.28%	22,754 $650,000
Q2 2023 Aug 09, 2023	SELL	$26.21 - $34.79 $4,219 - $5,601	-161 Reduced 0.66%	24,279 $736,000
Q1 2023 May 26, 2023	BUY	$30.56 - $50.39 $745,847 - $1.23 Million	24,406 Added 71782.35%	24,440 $833,000
Q1 2023 May 12, 2023	SELL	$30.56 - $50.39 $653,892 - $1.08 Million	-21,397 Reduced 99.84%	34 $1,000
Q4 2022 Mar 08, 2023	SELL	$40.42 - $47.26 $2,546 - $2,977	-63 Reduced 0.29%	21,431 $922,000
Q3 2022 Nov 01, 2022	BUY	$20.41 - $50.47 $40,003 - $98,921	1,960 Added 10.03%	21,494 $936,000
Q2 2022 Jul 27, 2022	SELL	$45.68 - $55.36 $21,789 - $26,406	-477 Reduced 2.38%	19,534 $926,000
Q1 2022 May 02, 2022	BUY	$56.23 - $67.41 $14,732 - $17,661	262 Added 1.33%	20,011 $1.14 Million
Q4 2021 Jan 20, 2022	BUY	$55.67 - $65.14 $5,177 - $6,058	93 Added 0.47%	19,749 $1.16 Million
Q3 2021 Oct 15, 2021	BUY	$52.18 - $60.15 $19,254 - $22,195	369 Added 1.91%	19,656 $1.15 Million
Q2 2021 Aug 03, 2021	BUY	$52.81 - $62.14 $41,931 - $49,339	794 Added 4.29%	19,287 $1.07 Million
Q1 2021 Apr 23, 2021	SELL	$47.18 - $60.17 $173,009 - $220,643	-3,667 Reduced 16.55%	18,493 $1.08 Million
Q4 2020 Jan 13, 2021	BUY	$38.75 - $49.04 $697 - $882	18 Added 0.08%	22,160 $1.06 Million
Q3 2020 Oct 26, 2020	SELL	$33.61 - $40.81 $44,566 - $54,114	-1,326 Reduced 5.65%	22,142 $842,000
Q2 2020 Jul 17, 2020	BUY	$27.21 - $46.37 $135,560 - $231,015	4,982 Added 26.95%	23,468 $881,000
Q1 2020 Apr 28, 2020	SELL	$25.69 - $56.67 $2.07 Million - $4.57 Million	-80,647 Reduced 81.35%	18,486 $570,000
Q4 2019 Jan 24, 2020	BUY	$50.81 - $56.72 $5.04 Million - $5.62 Million	99,133 New	99,133 $5.58 Million

Others Institutions Holding TFC

# of Institutions

1,796

Shares Held

972M

Call Options Held

12M

Put Options Held

6.97M

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 $59.2B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

Sheets Smith Wealth Management Truist Financial Corp Transaction History