A detailed history of W.G. Shaheen & Associates Dba Whitney & CO transactions in Truist Financial Corp stock. As of the latest transaction made, W.G. Shaheen & Associates Dba Whitney & CO holds 10,323 shares of TFC stock, worth $447,192. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,323
Previous 10,316 0.07%
Holding current value
$447,192
Previous $400,000 10.25%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 07, 2024

BUY
$38.22 - $44.94 $267 - $314
7 Added 0.07%
10,323 $441,000
Q2 2024

Jul 30, 2024

SELL
$35.41 - $40.18 $145,181 - $164,738
-4,100 Reduced 28.44%
10,316 $400,000
Q4 2023

Feb 08, 2024

SELL
$27.03 - $37.64 $3,486 - $4,855
-129 Reduced 0.89%
14,416 $532,000
Q3 2023

Nov 08, 2023

SELL
$27.97 - $35.59 $3,803 - $4,840
-136 Reduced 0.93%
14,545 $416,000
Q2 2023

Aug 14, 2023

SELL
$26.21 - $34.79 $10,169 - $13,498
-388 Reduced 2.57%
14,681 $445,000
Q1 2023

May 03, 2023

SELL
$30.56 - $50.39 $24,875 - $41,017
-814 Reduced 5.12%
15,069 $513,000
Q4 2022

Feb 03, 2023

SELL
$40.42 - $47.26 $10,428 - $12,193
-258 Reduced 1.6%
15,883 $683,000
Q3 2022

Nov 09, 2022

SELL
$20.41 - $50.47 $9,245 - $22,862
-453 Reduced 2.73%
16,141 $703,000
Q2 2022

Aug 05, 2022

SELL
$45.68 - $55.36 $26,585 - $32,219
-582 Reduced 3.39%
16,594 $787,000
Q1 2022

May 13, 2022

BUY
$56.23 - $67.41 $12,033 - $14,425
214 Added 1.26%
17,176 $974,000
Q4 2021

Feb 11, 2022

SELL
$55.67 - $65.14 $21,989 - $25,730
-395 Reduced 2.28%
16,962 $993,000
Q3 2021

Nov 12, 2021

SELL
$52.18 - $60.15 $34,595 - $39,879
-663 Reduced 3.68%
17,357 $1.02 Million
Q2 2021

Aug 13, 2021

SELL
$52.81 - $62.14 $22,180 - $26,098
-420 Reduced 2.28%
18,020 $1 Million
Q1 2021

May 11, 2021

SELL
$47.18 - $60.17 $56,144 - $71,602
-1,190 Reduced 6.06%
18,440 $1.08 Million
Q4 2020

Feb 10, 2021

SELL
$38.75 - $49.04 $17,088 - $21,626
-441 Reduced 2.2%
19,630 $986,000
Q3 2020

Nov 13, 2020

SELL
$33.61 - $40.81 $23,157 - $28,118
-689 Reduced 3.32%
20,071 $764,000
Q2 2020

Aug 13, 2020

SELL
$27.21 - $46.37 $106,690 - $181,816
-3,921 Reduced 15.89%
20,760 $780,000
Q1 2020

May 05, 2020

SELL
$25.69 - $56.67 $134,512 - $296,724
-5,236 Reduced 17.5%
24,681 $761,000
Q4 2019

Feb 06, 2020

BUY
$50.81 - $56.72 $1.52 Million - $1.7 Million
29,917 New
29,917 $1.69 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 W.G. Shaheen & Associates Dba Whitney & CO Portfolio

Follow W.G. Shaheen & Associates Dba Whitney & CO 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 W.G. Shaheen & Associates Dba Whitney & CO, based on Form 13F filings with the SEC.

News

Stay updated on W.G. Shaheen & Associates Dba Whitney & CO with notifications on news.