Curated Wealth Partners LLC Truist Financial Corp Transaction History

Curated Wealth Partners LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 10, 2023	SELL	$26.21 - $34.79 $67,648 - $89,792	-2,581 Reduced 7.88%	30,168 $915,000
Q1 2023 Apr 27, 2023	BUY	$30.56 - $50.39 $259,423 - $427,760	8,489 Added 34.99%	32,749 $1.12 Million
Q4 2022 Jan 30, 2023	BUY	$40.42 - $47.26 $169,359 - $198,019	4,190 Added 20.88%	24,260 $1.04 Million
Q3 2022 Oct 13, 2022	BUY	$20.41 - $50.47 $9,653 - $23,872	473 Added 2.41%	20,070 $873,000
Q2 2022 Jul 27, 2022	BUY	$45.68 - $55.36 $386,270 - $468,124	8,456 Added 75.9%	19,597 $930,000
Q4 2021 Feb 03, 2022	BUY	$55.67 - $65.14 $3,562 - $4,168	64 Added 0.58%	11,141 $651,000
Q3 2021 Nov 08, 2021	BUY	$52.18 - $60.15 $233,922 - $269,652	4,483 Added 67.99%	11,077 $650,000
Q2 2021 Aug 11, 2021	BUY	$52.81 - $62.14 $37,653 - $44,305	713 Added 12.12%	6,594 $366,000
Q1 2021 May 14, 2021	BUY	$47.18 - $60.17 $1,934 - $2,466	41 Added 0.7%	5,881 $342,000
Q4 2020 Feb 16, 2021	BUY	$38.75 - $49.04 $226,300 - $286,393	5,840 New	5,840 $280,000

1,737

954M

8.24M

6.79M

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $63.1B
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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