W.G. Shaheen & Associates Dba Whitney & CO Truist Financial Corp Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$963 Million
Q2 2025

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 10,187 shares of TFC stock, worth $448,329. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,187

Previous 10,187 -0.0%

Holding current value

$448,329

Previous $419,000 4.3%

% of portfolio

0.05%

Previous 0.05%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$39.48 - $48.15 $5,092 - $6,211	-129 Reduced 1.25%	10,187 $419,000
Q4 2024 Feb 04, 2025	SELL	$41.51 - $48.1 $290 - $336	-7 Reduced 0.07%	10,316 $447,000
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

# of Institutions

1,797

Shares Held

972M

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 $58.4B
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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W.G. Shaheen & Associates Dba Whitney & CO Truist Financial Corp Transaction History