Circle Wealth Management, LLC Truist Financial Corp Transaction History

Circle Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$45.68 - $55.36 $182,857 - $221,606	-4,003 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$56.23 - $67.41 $1,349 - $1,617	24 Added 0.6%	4,003 $227,000
Q4 2021 Feb 14, 2022	BUY	$55.67 - $65.14 $28,948 - $33,872	520 Added 15.03%	3,979 $233,000
Q3 2021 Nov 12, 2021	BUY	$52.18 - $60.15 $180,490 - $208,058	3,459 New	3,459 $203,000

1,550

935M

10.1M

6.61M

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $50.7B
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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