Avidian Wealth Solutions, LLC Truist Financial Corp Transaction History

Avidian Wealth Solutions, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 08, 2023	SELL	$30.56 - $50.39 $31,843 - $52,506	-1,042 Reduced 6.29%	15,531 $529,000
Q4 2022 Feb 06, 2023	BUY	$40.42 - $47.26 $133,547 - $156,147	3,304 Added 24.9%	16,573 $713,000
Q3 2022 Nov 03, 2022	BUY	$20.41 - $50.47 $7,653 - $18,926	375 Added 2.91%	13,269 $578,000
Q2 2022 Jul 29, 2022	BUY	$45.68 - $55.36 $86,243 - $104,519	1,888 Added 17.15%	12,894 $612,000
Q1 2022 May 10, 2022	BUY	$56.23 - $67.41 $10,008 - $11,998	178 Added 1.64%	11,006 $624,000
Q4 2021 Feb 14, 2022	BUY	$55.67 - $65.14 $24,717 - $28,922	444 Added 4.28%	10,828 $634,000
Q3 2021 Nov 10, 2021	BUY	$52.18 - $60.15 $54,319 - $62,616	1,041 Added 11.14%	10,384 $609,000
Q2 2021 Aug 09, 2021	BUY	$52.81 - $62.14 $29,732 - $34,984	563 Added 6.41%	9,343 $519,000
Q1 2021 May 05, 2021	BUY	$47.18 - $60.17 $24,533 - $31,288	520 Added 6.3%	8,780 $512,000
Q4 2020 Feb 09, 2021	BUY	$38.75 - $49.04 $8,835 - $11,181	228 Added 2.84%	8,260 $396,000
Q3 2020 Nov 06, 2020	BUY	$33.61 - $40.81 $4,604 - $5,590	137 Added 1.74%	8,032 $306,000
Q2 2020 Aug 10, 2020	BUY	$27.21 - $46.37 $29,141 - $49,662	1,071 Added 15.69%	7,895 $296,000
Q1 2020 Apr 22, 2020	SELL	$25.69 - $56.67 $3,956 - $8,727	-154 Reduced 2.21%	6,824 $210,000
Q4 2019 Feb 13, 2020	BUY	$50.81 - $56.72 $354,552 - $395,792	6,978 New	6,978 $393,000

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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