TRUIST FINL CORP

Ticker: TFC CUSIP: 89832Q109 Class: COM

Shepherd Financial Partners LLC's Holding History (CIK: 0001696628)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 12,040 Value ($000) $592 Avg Close $45.80 Range $40.31 - $50.86
Q3 2025
Shares 11,915 Value ($000) $545 Avg Close $44.34 Range $40.99 - $46.92
Q2 2025
Shares 11,890 Value ($000) $511 Avg Close $38.00 Range $32.34 - $42.24
Q1 2025
Shares 12,092 Value ($000) $498 Avg Close $42.69 Range $37.98 - $46.24
Q4 2024
Shares 10,477 Value ($000) $454 Avg Close $42.32 Range $38.70 - $46.75
Q3 2024
Shares 10,156 Value ($000) $434 Avg Close $39.58 Range $35.22 - $42.17
Q2 2024
Shares 9,393 Value ($000) $365 Avg Close $34.94 Range $32.22 - $37.70
Q1 2024
Shares 9,140 Value ($000) $356 Avg Close $33.38 Range $31.43 - $36.08
Q4 2023
Shares 10,658 Value ($000) $394 Avg Close $28.22 Range $23.63 - $34.24
Q3 2023
Shares 23,807 Value ($000) $681 Avg Close $27.15 Range $24.64 - $31.30
Q2 2023
Shares 23,562 Value ($000) $715 Avg Close $26.95 Range $21.94 - $30.38
Q1 2023
Shares 21,124 Value ($000) $720 Avg Close $37.29 Range $24.64 - $43.54
Q4 2022
Shares 21,071 Value ($000) $907 Avg Close $37.08 Range $33.59 - $40.32
Q3 2022
Shares 20,982 Value ($000) $914 Avg Close $40.21 Range $35.73 - $43.84
Q2 2022
Shares 20,642 Value ($000) $979 Avg Close $40.78 Range $37.18 - $47.29
Q1 2022
Shares 18,450 Value ($000) $1,046 Avg Close $50.63 Range $46.21 - $56.29
Q4 2021
Shares 18,747 Value ($000) $1,099 Avg Close $49.71 Range $44.68 - $53.01
Q3 2021
Shares 17,691 Value ($000) $1,038 Avg Close $45.12 Range $41.69 - $49.22
Q2 2021
Shares 16,918 Value ($000) $939 Avg Close $47.05 Range $42.28 - $50.39
Q1 2021
Shares 16,126 Value ($000) $940 Avg Close $43.57 Range $36.95 - $48.87
Q4 2020
Shares 15,151 Value ($000) $727 Avg Close $35.66 Range $29.67 - $38.97
Q3 2020
Shares 13,376 Value ($000) $509 Avg Close $29.38 Range $25.94 - $32.58
Q2 2020
Shares 13,583 Value ($000) $510 Avg Close $27.74 Range $20.18 - $36.06
Q1 2020
Shares 14,230 Value ($000) $438 Avg Close $35.97 Range $18.34 - $42.95
Q4 2019
Shares 30,557 Value ($000) $1,722 Avg Close $40.89 Range $37.59 - $43.13