Goal Vest Advisory LLC Truist Financial Corp Transaction History

Goal Vest Advisory LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 02, 2024	BUY	$27.03 - $37.64 $3,919 - $5,457	145 New	145 $5,000
Q2 2023 Jul 17, 2023	SELL	$26.21 - $34.79 $50,061 - $66,448	-1,910 Reduced 6.24%	28,685 $870,000
Q1 2023 Apr 03, 2023	BUY	$30.56 - $50.39 $60,569 - $99,872	1,982 Added 6.93%	30,595 $1.04 Million
Q4 2022 Jan 06, 2023	BUY	$40.42 - $47.26 $144,541 - $169,001	3,576 Added 14.28%	28,613 $0
Q3 2022 Oct 11, 2022	BUY	$20.41 - $50.47 $80,599 - $199,306	3,949 Added 18.73%	25,037 $1.09 Million
Q2 2022 Jul 06, 2022	BUY	$45.68 - $55.36 $962,660 - $1.17 Million	21,074 Added 150528.56%	21,088 $1.03 Million
Q1 2022 May 03, 2022	BUY	$56.23 - $67.41 $787 - $943	14 New	14 $1,000

1,647

941M

9.38M

6.49M

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $58.3B
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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