Xcel Wealth Management, LLC Truist Financial Corp Transaction History

Xcel Wealth Management, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$35.41 - $40.18 $53,114 - $60,270	-1,500 Reduced 18.43%	6,639 $257,000
Q1 2024 Apr 22, 2024	SELL	$34.53 - $38.98 $92,402 - $104,310	-2,676 Reduced 24.74%	8,139 $317,000
Q4 2023 Jan 29, 2024	SELL	$27.03 - $37.64 $45,978 - $64,025	-1,701 Reduced 13.59%	10,815 $399,000
Q3 2023 Oct 17, 2023	SELL	$27.97 - $35.59 $135,822 - $172,825	-4,856 Reduced 27.95%	12,516 $358,000
Q2 2023 Jul 26, 2023	BUY	$26.21 - $34.79 $34,073 - $45,227	1,300 Added 8.09%	17,372 $527,000
Q1 2023 Apr 25, 2023	BUY	$30.56 - $50.39 $242,952 - $400,600	7,950 Added 97.88%	16,072 $548,000
Q2 2022 Jul 26, 2022	BUY	$45.68 - $55.36 $45 - $55	1 Added 0.01%	8,122 $385,000
Q4 2021 Feb 03, 2022	BUY	$55.67 - $65.14 $8,517 - $9,966	153 Added 1.92%	8,121 $475,000
Q2 2021 Jul 15, 2021	SELL	$52.81 - $62.14 $52,810 - $62,140	-1,000 Reduced 11.15%	7,968 $442,000
Q2 2020 Jul 10, 2020	SELL	$27.21 - $46.37 $6,666 - $11,360	-245 Reduced 2.66%	8,968 $336,000
Q1 2020 Apr 07, 2020	SELL	$25.69 - $56.67 $24,867 - $54,856	-968 Reduced 9.51%	9,213 $284,000
Q4 2019 Jan 09, 2020	BUY	$50.81 - $56.72 $517,296 - $577,466	10,181 New	10,181 $573,000

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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