Pinnacle Wealth Planning Services, Inc. Truist Financial Corp Transaction History

Pinnacle Wealth Planning Services, Inc.

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$38.22 - $44.94 $4,548 - $5,347	-119 Reduced 1.97%	5,928 $253,000
Q2 2024 Aug 09, 2024	SELL	$35.41 - $40.18 $1,805 - $2,049	-51 Reduced 0.84%	6,047 $234,000
Q1 2024 May 09, 2024	BUY	$34.53 - $38.98 $172 - $194	5 Added 0.08%	6,098 $237,000
Q4 2023 Feb 07, 2024	BUY	$27.03 - $37.64 $164,693 - $229,340	6,093 New	6,093 $224,000
Q1 2023 May 03, 2023	BUY	$30.56 - $50.39 $18,611 - $30,687	609 Added 7.12%	9,159 $312,000
Q4 2022 Feb 13, 2023	BUY	$40.42 - $47.26 $137,104 - $160,305	3,392 Added 65.76%	8,550 $367,000
Q3 2022 Nov 09, 2022	SELL	$20.41 - $50.47 $55,658 - $137,631	-2,727 Reduced 34.58%	5,158 $225,000
Q2 2022 Aug 03, 2022	SELL	$45.68 - $55.36 $93,781 - $113,654	-2,053 Reduced 20.66%	7,885 $374,000
Q1 2022 Apr 20, 2022	BUY	$56.23 - $67.41 $110,435 - $132,393	1,964 Added 24.63%	9,938 $563,000
Q4 2021 Jan 21, 2022	BUY	$55.67 - $65.14 $24,995 - $29,247	449 Added 5.97%	7,974 $467,000
Q3 2021 Oct 29, 2021	BUY	$52.18 - $60.15 $22,019 - $25,383	422 Added 5.94%	7,525 $441,000
Q2 2021 Aug 02, 2021	SELL	$52.81 - $62.14 $105 - $124	-2 Reduced 0.03%	7,103 $394,000
Q1 2021 Apr 29, 2021	BUY	$47.18 - $60.17 $172,112 - $219,500	3,648 Added 105.53%	7,105 $414,000
Q4 2020 Feb 12, 2021	BUY	$38.75 - $49.04 $133,958 - $169,531	3,457 New	3,457 $166,000

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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