Wealth Plan Partners, LLC Truist Financial Corp Transaction History

Wealth Plan Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$26.21 - $34.79 $64,555 - $85,687	-2,463 Reduced 22.32%	8,570 $260 Million
Q1 2023 May 10, 2023	SELL	$30.56 - $50.39 $172,480 - $284,401	-5,644 Reduced 33.84%	11,033 $376 Million
Q4 2022 Feb 16, 2023	SELL	$40.42 - $47.26 $333,182 - $389,564	-8,243 Reduced 33.08%	16,677 $814 Million
Q1 2022 May 03, 2022	SELL	$56.23 - $67.41 $176,449 - $211,532	-3,138 Reduced 11.18%	24,920 $1.2 Million
Q4 2021 Feb 01, 2022	BUY	$55.67 - $65.14 $15,142 - $17,718	272 Added 0.98%	28,058 $1.76 Million
Q3 2021 Dec 09, 2021	BUY	$52.18 - $60.15 $5,896 - $6,796	113 Added 0.41%	27,786 $1.63 Million
Q2 2021 Aug 19, 2021	BUY	$52.81 - $62.14 $1.46 Million - $1.72 Million	27,673 New	27,673 $1.63 Million

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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