Charter Oak Capital Management, LLC Truist Financial Corp Transaction History

Charter Oak Capital Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 21, 2022	SELL	$45.68 - $55.36 $7,537 - $9,134	-165 Reduced 10.71%	1,376 $65,000
Q1 2022 May 05, 2022	BUY	$56.23 - $67.41 $2,586 - $3,100	46 Added 3.08%	1,541 $87,000
Q3 2021 Nov 08, 2021	SELL	$52.18 - $60.15 $18,263 - $21,052	-350 Reduced 18.97%	1,495 $88,000
Q1 2021 May 17, 2021	BUY	$47.18 - $60.17 $9,058 - $11,552	192 Added 11.62%	1,845 $108,000
Q4 2020 Feb 12, 2021	BUY	$38.75 - $49.04 $64,053 - $81,063	1,653 New	1,653 $79,000

1,677

949M

9.36M

6.48M

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $63.3B
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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