Welch & Forbes LLC Truist Financial Corp Transaction History

Welch & Forbes LLC

$7.73 Billion
Q3 2024

A detailed history of Welch & Forbes LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Welch & Forbes LLC holds 27,810 shares of TFC stock, worth $1.32 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

27,810

Previous 30,153 7.77%

Holding current value

$1.32 Million

Previous $1.17 Million 1.45%

% of portfolio

0.02%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$38.22 - $44.94 $89,549 - $105,294	-2,343 Reduced 7.77%	27,810 $1.19 Million
Q2 2024 Aug 01, 2024	SELL	$35.41 - $40.18 $337,598 - $383,076	-9,534 Reduced 24.02%	30,153 $1.17 Million
Q1 2024 May 02, 2024	SELL	$34.53 - $38.98 $148,720 - $167,886	-4,307 Reduced 9.79%	39,687 $1.55 Million
Q4 2023 Feb 06, 2024	SELL	$27.03 - $37.64 $35,003 - $48,743	-1,295 Reduced 2.86%	43,994 $1.62 Million
Q3 2023 Nov 02, 2023	SELL	$27.97 - $35.59 $124,522 - $158,446	-4,452 Reduced 8.95%	45,289 $1.3 Million
Q2 2023 Jul 28, 2023	SELL	$26.21 - $34.79 $33,339 - $44,252	-1,272 Reduced 2.49%	49,741 $1.51 Million
Q1 2023 Apr 14, 2023	SELL	$30.56 - $50.39 $33,188 - $54,723	-1,086 Reduced 2.08%	51,013 $1.74 Million
Q4 2022 Feb 02, 2023	BUY	$40.42 - $47.26 $6,588 - $7,703	163 Added 0.31%	52,099 $2.24 Million
Q3 2022 Oct 28, 2022	BUY	$20.41 - $50.47 $2,612 - $6,460	128 Added 0.25%	51,936 $2.26 Million
Q2 2022 Jul 22, 2022	BUY	$45.68 - $55.36 $49,654 - $60,176	1,087 Added 2.14%	51,808 $2.46 Million
Q1 2022 Apr 25, 2022	SELL	$56.23 - $67.41 $108,692 - $130,303	-1,933 Reduced 3.67%	50,721 $2.88 Million
Q4 2021 Jan 19, 2022	SELL	$55.67 - $65.14 $48,599 - $56,867	-873 Reduced 1.63%	52,654 $3.08 Million
Q2 2021 Jul 22, 2021	SELL	$52.81 - $62.14 $16,635 - $19,574	-315 Reduced 0.59%	53,527 $2.97 Million
Q1 2021 Apr 14, 2021	SELL	$47.18 - $60.17 $19,815 - $25,271	-420 Reduced 0.77%	53,842 $3.14 Million
Q4 2020 Jan 20, 2021	BUY	$38.75 - $49.04 $198,322 - $250,986	5,118 Added 10.41%	54,262 $2.6 Million
Q3 2020 Oct 23, 2020	BUY	$33.61 - $40.81 $181,191 - $220,006	5,391 Added 12.32%	49,144 $1.87 Million
Q2 2020 Jul 15, 2020	SELL	$27.21 - $46.37 $6,394 - $10,896	-235 Reduced 0.53%	43,753 $1.64 Million
Q1 2020 Apr 17, 2020	BUY	$25.69 - $56.67 $1.13 Million - $2.49 Million	43,988 New	43,988 $1.36 Million

Others Institutions Holding TFC

# of Institutions

1,658

Shares Held

942M

Call Options Held

9.38M

Put Options Held

6.49M

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 $63.2B
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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