Baker Tilly Wealth Management, LLC Truist Financial Corp Transaction History

Baker Tilly Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 20, 2023	SELL	$26.21 - $34.79 $14,179 - $18,821	-541 Reduced 4.4%	11,761 $356,000
Q1 2023 Apr 12, 2023	BUY	$30.56 - $50.39 $84,498 - $139,328	2,765 Added 28.99%	12,302 $419,000
Q4 2022 Jan 26, 2023	SELL	$40.42 - $47.26 $46,887 - $54,821	-1,160 Reduced 10.84%	9,537 $0
Q3 2022 Oct 20, 2022	BUY	$20.41 - $50.47 $1,183 - $2,927	58 Added 0.55%	10,697 $466,000
Q2 2022 Jul 28, 2022	BUY	$45.68 - $55.36 $62,124 - $75,289	1,360 Added 14.66%	10,639 $505,000
Q1 2022 Apr 27, 2022	SELL	$56.23 - $67.41 $168,914 - $202,499	-3,004 Reduced 24.46%	9,279 $526,000
Q4 2021 Feb 08, 2022	BUY	$55.67 - $65.14 $123,142 - $144,089	2,212 Added 21.96%	12,283 $719,000
Q3 2021 Nov 02, 2021	BUY	$52.18 - $60.15 $525,504 - $605,770	10,071 New	10,071 $591,000

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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