Rockbridge Investment Management, Lcc Truist Financial Corp Transaction History

Rockbridge Investment Management, Lcc

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$27.03 - $37.64 $919 - $1,279	-34 Closed	0 $0
Q3 2022 May 28, 2024	SELL	$20.41 - $50.47 $693 - $1,715	-34 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$56.23 - $67.41 $1,911 - $2,291	34 New	34 $1,000
Q2 2021 Aug 05, 2021	SELL	$52.81 - $62.14 $2,693 - $3,169	-51 Reduced 60.0%	34 $2,000
Q1 2021 May 20, 2021	SELL	$47.18 - $60.17 $8,822 - $11,251	-187 Reduced 68.75%	85 $5,000
Q4 2020 Mar 04, 2021	BUY	$38.75 - $49.04 $9,222 - $11,671	238 Added 700.0%	272 $13,000
Q3 2020 Nov 03, 2020	SELL	$33.61 - $40.81 $33 - $40	-1 Reduced 2.86%	34 $1,000
Q2 2020 Aug 20, 2020	BUY	$27.21 - $46.37 $952 - $1,622	35 New	35 $1,000

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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