Marks Group Wealth Management, Inc Truist Financial Corp Transaction History

Marks Group Wealth Management, Inc

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 19, 2023	BUY	$26.21 - $34.79 $267,499 - $355,066	10,206 Added 37.7%	37,275 $1.13 Million
Q1 2023 May 03, 2023	BUY	$30.56 - $50.39 $160,317 - $264,345	5,246 Added 24.04%	27,069 $923,000
Q4 2022 Feb 06, 2023	BUY	$40.42 - $47.26 $109,699 - $128,263	2,714 Added 14.2%	21,823 $939,000
Q3 2022 Nov 10, 2022	BUY	$20.41 - $50.47 $56,678 - $140,155	2,777 Added 17.0%	19,109 $832,000
Q2 2022 Aug 09, 2022	BUY	$45.68 - $55.36 $163,534 - $198,188	3,580 Added 28.07%	16,332 $775,000
Q1 2022 May 10, 2022	BUY	$56.23 - $67.41 $144,679 - $173,445	2,573 Added 25.28%	12,752 $723,000
Q4 2021 Feb 14, 2022	BUY	$55.67 - $65.14 $103,601 - $121,225	1,861 Added 22.37%	10,179 $383,000
Q3 2021 Nov 15, 2021	SELL	$52.18 - $60.15 $160,870 - $185,442	-3,083 Reduced 27.04%	8,318 $485,000
Q2 2021 Aug 10, 2021	BUY	$52.81 - $62.14 $7,974 - $9,383	151 Added 1.34%	11,401 $636,000
Q1 2021 May 17, 2021	BUY	$47.18 - $60.17 $17,031 - $21,721	361 Added 3.32%	11,250 $654,000
Q4 2020 Feb 08, 2021	SELL	$38.75 - $49.04 $1,627 - $2,059	-42 Reduced 0.38%	10,889 $522,000
Q3 2020 Nov 10, 2020	BUY	$33.61 - $40.81 $10,587 - $12,855	315 Added 2.97%	10,931 $416,000
Q2 2020 Aug 10, 2020	BUY	$27.21 - $46.37 $50,066 - $85,320	1,840 Added 20.97%	10,616 $396,000
Q1 2020 Apr 23, 2020	BUY	$25.69 - $56.67 $17,160 - $37,855	668 Added 8.24%	8,776 $267,000
Q4 2019 Feb 12, 2020	BUY	$50.81 - $56.72 $411,967 - $459,885	8,108 New	8,108 $457,000

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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