Dynamic Advisor Solutions LLC Truist Financial Corp Transaction History

Dynamic Advisor Solutions LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 12, 2023	SELL	$40.42 - $47.26 $756,419 - $884,423	-18,714 Reduced 79.96%	4,689 $202 Million
Q3 2022 Oct 20, 2022	BUY	$20.41 - $50.47 $5,592 - $13,828	274 Added 1.18%	23,403 $1.02 Million
Q2 2022 Jul 27, 2022	BUY	$45.68 - $55.36 $14,754 - $17,881	323 Added 1.42%	23,129 $1.1 Million
Q1 2022 Apr 11, 2022	BUY	$56.23 - $67.41 $11,414 - $13,684	203 Added 0.9%	22,806 $1.29 Million
Q4 2021 Jan 26, 2022	BUY	$55.67 - $65.14 $202,750 - $237,239	3,642 Added 19.21%	22,603 $1.32 Million
Q3 2021 Oct 28, 2021	BUY	$52.18 - $60.15 $228,235 - $263,096	4,374 Added 29.99%	18,961 $1.11 Million
Q2 2021 Aug 10, 2021	BUY	$52.81 - $62.14 $224,231 - $263,846	4,246 Added 41.06%	14,587 $810,000
Q1 2021 Apr 27, 2021	BUY	$47.18 - $60.17 $282,089 - $359,756	5,979 Added 137.07%	10,341 $603,000
Q4 2020 Feb 03, 2021	BUY	$38.75 - $49.04 $169,027 - $213,912	4,362 New	4,362 $209,000
Q3 2020 Oct 27, 2020	SELL	$33.61 - $40.81 $478,505 - $581,011	-14,237 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$27.21 - $46.37 $51,018 - $86,943	1,875 Added 15.17%	14,237 $535,000
Q1 2020 May 07, 2020	SELL	$25.69 - $56.67 $2,569 - $5,667	-100 Reduced 0.8%	12,362 $381,000
Q4 2019 Feb 04, 2020	BUY	$50.81 - $56.72 $633,194 - $706,844	12,462 New	12,462 $702,000

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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