Curi Wealth Management, LLC Truist Financial Corp Transaction History

Curi Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$27.03 - $37.64 $159,855 - $222,602	5,914 New	5,914 $218,000
Q2 2023 Jul 31, 2023	SELL	$26.21 - $34.79 $812 - $1,078	-31 Reduced 0.35%	8,918 $270,000
Q1 2023 May 03, 2023	SELL	$30.56 - $50.39 $1.08 Million - $1.78 Million	-35,284 Reduced 79.77%	8,949 $305,000
Q4 2022 Feb 03, 2023	BUY	$40.42 - $47.26 $120,330 - $140,693	2,977 Added 7.22%	44,233 $1.9 Million
Q3 2022 Nov 08, 2022	BUY	$20.41 - $50.47 $817,726 - $2.02 Million	40,065 Added 3363.98%	41,256 $1.8 Million
Q2 2022 Aug 08, 2022	BUY	$45.68 - $55.36 $6,852 - $8,304	150 Added 14.41%	1,191 $57,000
Q1 2022 May 06, 2022	SELL	$56.23 - $67.41 $618 - $741	-11 Reduced 1.05%	1,041 $59,000
Q4 2021 Feb 09, 2022	BUY	$55.67 - $65.14 $58,564 - $68,527	1,052 New	1,052 $61,000
Q1 2021 Apr 29, 2021	SELL	$47.18 - $60.17 $214,197 - $273,171	-4,540 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$38.75 - $49.04 $175,925 - $222,641	4,540 New	4,540 $217,000

1,642

945M

9.38M

6.49M

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $61.8B
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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