Adviser Investments LLC Truist Financial Corp Transaction History

Adviser Investments LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 31, 2022	SELL	$55.67 - $65.14 $199,242 - $233,136	-3,579 Closed	0 $0
Q3 2021 Nov 05, 2021	SELL	$52.18 - $60.15 $8,140 - $9,383	-156 Reduced 4.18%	3,579 $210,000
Q2 2021 Jul 09, 2021	BUY	$52.81 - $62.14 $197,245 - $232,092	3,735 New	3,735 $207,000
Q3 2020 Nov 13, 2020	SELL	$33.61 - $40.81 $255,503 - $310,237	-7,602 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$27.21 - $46.37 $18,285 - $31,160	672 Added 9.7%	7,602 $285,000
Q1 2020 Apr 08, 2020	SELL	$25.69 - $56.67 $2.26 Million - $4.99 Million	-87,998 Reduced 92.7%	6,930 $214,000
Q4 2019 Feb 07, 2020	BUY	$50.81 - $56.72 $4.82 Million - $5.38 Million	94,928 New	94,928 $5.35 Million

1,647

941M

9.38M

6.49M

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $62.4B
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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