Wealth Shield Partners, LLC Truist Financial Corp Transaction History

Wealth Shield Partners, LLC

$640 Million
Q2 2024

A detailed history of Wealth Shield Partners, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 26,740 shares of TFC stock, worth $1.14 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

26,740

Previous 30,651 12.76%

Holding current value

$1.14 Million

Previous $1.19 Million 13.07%

% of portfolio

0.16%

Previous 0.2%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$35.41 - $40.18 $138,488 - $157,143	-3,911 Reduced 12.76%	26,740 $1.04 Million
Q1 2024 Apr 29, 2024	SELL	$34.53 - $38.98 $6,767 - $7,640	-196 Reduced 0.64%	30,651 $1.19 Million
Q4 2023 Jan 23, 2024	BUY	$27.03 - $37.64 $973 - $1,355	36 Added 0.12%	30,847 $1.14 Million
Q3 2023 Oct 25, 2023	BUY	$27.97 - $35.59 $655,672 - $834,300	23,442 Added 318.12%	30,811 $881,000
Q2 2023 Aug 03, 2023	BUY	$26.21 - $34.79 $193,141 - $256,367	7,369 New	7,369 $223,000
Q3 2022 Nov 04, 2022	SELL	$20.41 - $50.47 $3,469 - $8,579	-170 Reduced 2.69%	6,145 $268,000
Q2 2022 Aug 11, 2022	SELL	$45.68 - $55.36 $4,293 - $5,203	-94 Reduced 1.47%	6,315 $300,000
Q1 2022 May 09, 2022	SELL	$56.23 - $67.41 $1.38 Million - $1.65 Million	-24,541 Reduced 79.29%	6,409 $363,000
Q4 2021 Feb 10, 2022	BUY	$55.67 - $65.14 $9,074 - $10,617	163 Added 0.53%	30,950 $1.81 Million
Q3 2021 Nov 12, 2021	SELL	$52.18 - $60.15 $27,081 - $31,217	-519 Reduced 1.66%	30,787 $1.81 Million
Q2 2021 Aug 06, 2021	SELL	$52.81 - $62.14 $4,647 - $5,468	-88 Reduced 0.28%	31,306 $1.74 Million
Q1 2021 May 17, 2021	SELL	$47.18 - $60.17 $337,195 - $430,034	-7,147 Reduced 18.54%	31,394 $1.83 Million
Q4 2020 Feb 16, 2021	BUY	$38.75 - $49.04 $184,721 - $233,773	4,767 Added 14.11%	38,541 $1.85 Million
Q3 2020 Oct 30, 2020	SELL	$33.61 - $40.81 $12,334 - $14,977	-367 Reduced 1.07%	33,774 $1.29 Million
Q2 2020 Aug 13, 2020	BUY	$27.21 - $46.37 $6,122 - $10,433	225 Added 0.66%	34,141 $1.28 Million
Q1 2020 May 12, 2020	BUY	$25.69 - $56.67 $5,934 - $13,090	231 Added 0.69%	33,916 $1.05 Million
Q4 2019 Feb 13, 2020	BUY	$50.81 - $56.72 $1.71 Million - $1.91 Million	33,685 New	33,685 $1.9 Million

Others Institutions Holding TFC

# of Institutions

1,570

Shares Held

970M

Call Options Held

9.11M

Put Options Held

4.53M

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 $56.4B
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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Wealth Shield Partners, LLC Truist Financial Corp Transaction History