Capital Planning Advisors, LLC Truist Financial Corp Transaction History

Capital Planning Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 10, 2022	SELL	$45.68 - $55.36 $195,007 - $236,331	-4,269 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$56.23 - $67.41 $618 - $741	11 Added 0.26%	4,269 $242,000
Q3 2021 Nov 09, 2021	SELL	$52.18 - $60.15 $7,931 - $9,142	-152 Reduced 3.45%	4,258 $250,000
Q2 2021 Aug 13, 2021	BUY	$52.81 - $62.14 $232,892 - $274,037	4,410 New	4,410 $245,000

1,647

944M

9.38M

6.49M

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...

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