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 18,055 shares of TFC stock, worth $782,142. This represents 0.1% of its overall portfolio holdings.

Number of Shares
18,055
Previous 18,089 0.19%
Holding current value
$782,142
Previous $702,000 9.83%
% of portfolio
0.1%
Previous 0.08%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About TRUIST FINANCIAL CORP


  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $57.5B
  • 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

Track Sheets Smith Wealth Management Portfolio

Follow Sheets Smith Wealth Management and customize your updates to receive the information that matters most to you.

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.