A detailed history of Shepherd Financial Partners LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 10,156 shares of TFC stock, worth $487,081. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,156
Previous 9,393 8.12%
Holding current value
$487,081
Previous $364,000 19.23%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 28, 2024

BUY
$38.22 - $44.94 $29,161 - $34,289
763 Added 8.12%
10,156 $434,000
Q2 2024

Aug 07, 2024

BUY
$35.41 - $40.18 $8,958 - $10,165
253 Added 2.77%
9,393 $364,000
Q1 2024

Apr 22, 2024

SELL
$34.53 - $38.98 $52,416 - $59,171
-1,518 Reduced 14.24%
9,140 $356,000
Q4 2023

Feb 12, 2024

SELL
$27.03 - $37.64 $355,417 - $494,928
-13,149 Reduced 55.23%
10,658 $393,000
Q3 2023

Nov 08, 2023

BUY
$27.97 - $35.59 $6,852 - $8,719
245 Added 1.04%
23,807 $681,000
Q2 2023

Aug 11, 2023

BUY
$26.21 - $34.79 $63,899 - $84,818
2,438 Added 11.54%
23,562 $715,000
Q1 2023

May 01, 2023

BUY
$30.56 - $50.39 $1,619 - $2,670
53 Added 0.25%
21,124 $720,000
Q4 2022

Feb 14, 2023

BUY
$40.42 - $47.26 $3,597 - $4,206
89 Added 0.42%
21,071 $906,000
Q3 2022

Nov 09, 2022

BUY
$20.41 - $50.47 $6,939 - $17,159
340 Added 1.65%
20,982 $914,000
Q2 2022

Aug 15, 2022

BUY
$45.68 - $55.36 $100,130 - $121,349
2,192 Added 11.88%
20,642 $979,000
Q1 2022

May 13, 2022

SELL
$56.23 - $67.41 $16,700 - $20,020
-297 Reduced 1.58%
18,450 $1.05 Million
Q4 2021

Feb 14, 2022

BUY
$55.67 - $65.14 $58,787 - $68,787
1,056 Added 5.97%
18,747 $1.1 Million
Q3 2021

Nov 15, 2021

BUY
$52.18 - $60.15 $40,335 - $46,495
773 Added 4.57%
17,691 $1.04 Million
Q2 2021

Aug 16, 2021

BUY
$52.81 - $62.14 $41,825 - $49,214
792 Added 4.91%
16,918 $939,000
Q1 2021

May 14, 2021

BUY
$47.18 - $60.17 $46,000 - $58,665
975 Added 6.44%
16,126 $940,000
Q4 2020

Feb 16, 2021

BUY
$38.75 - $49.04 $68,781 - $87,046
1,775 Added 13.27%
15,151 $727,000
Q3 2020

Nov 16, 2020

SELL
$33.61 - $40.81 $6,957 - $8,447
-207 Reduced 1.52%
13,376 $509,000
Q2 2020

Aug 05, 2020

SELL
$27.21 - $46.37 $17,604 - $30,001
-647 Reduced 4.55%
13,583 $510,000
Q1 2020

May 07, 2020

SELL
$25.69 - $56.67 $419,440 - $925,251
-16,327 Reduced 53.43%
14,230 $438,000
Q4 2019

Jan 31, 2020

BUY
$50.81 - $56.72 $1.55 Million - $1.73 Million
30,557 New
30,557 $1.72 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 $63.6B
  • 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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