A detailed history of Wellington Shields Capital Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Wellington Shields Capital Management, LLC holds 78,393 shares of TFC stock, worth $3.4 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
78,393
Previous 78,150 0.31%
Holding current value
$3.4 Million
Previous $3.04 Million 10.38%
% of portfolio
0.6%
Previous 0.56%

Shares

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

Nov 13, 2024

BUY
$38.22 - $44.94 $9,287 - $10,920
243 Added 0.31%
78,393 $3.35 Million
Q2 2024

Aug 05, 2024

BUY
$35.41 - $40.18 $43,979 - $49,903
1,242 Added 1.61%
78,150 $3.04 Million
Q1 2024

May 03, 2024

SELL
$34.53 - $38.98 $106,283 - $119,980
-3,078 Reduced 3.85%
76,908 $3 Million
Q4 2023

Feb 09, 2024

BUY
$27.03 - $37.64 $673,884 - $938,402
24,931 Added 45.28%
79,986 $2.95 Million
Q3 2023

Nov 14, 2023

BUY
$27.97 - $35.59 $1.54 Million - $1.96 Million
55,055 New
55,055 $1.58 Million
Q1 2023

May 11, 2023

BUY
$30.56 - $50.39 $34,318 - $56,587
1,123 Added 128.34%
1,998 $68,000
Q1 2022

May 12, 2022

SELL
$56.23 - $67.41 $511,693 - $613,431
-9,100 Reduced 91.23%
875 $50,000
Q4 2021

Feb 15, 2022

BUY
$55.67 - $65.14 $151,700 - $177,506
2,725 Added 37.59%
9,975 $584,000
Q4 2020

Feb 09, 2021

SELL
$38.75 - $49.04 $7,750 - $9,808
-200 Reduced 2.68%
7,250 $347,000
Q3 2020

Nov 10, 2020

SELL
$33.61 - $40.81 $650,118 - $789,387
-19,343 Reduced 72.19%
7,450 $283,000
Q2 2020

Aug 05, 2020

BUY
$27.21 - $46.37 $4,516 - $7,697
166 Added 0.62%
26,793 $1.01 Million
Q1 2020

May 07, 2020

BUY
$25.69 - $56.67 $13,153 - $29,015
512 Added 1.96%
26,627 $821,000
Q4 2019

Feb 11, 2020

BUY
$50.81 - $56.72 $1.33 Million - $1.48 Million
26,115 New
26,115 $1.47 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
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