Erts Wealth Advisors, LLC Truist Financial Corp Transaction History

Erts Wealth Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 08, 2022	BUY	$45.68 - $55.36 $3,517 - $4,262	77 Added 1.81%	4,323 $205,000
Q1 2022 May 11, 2022	SELL	$56.23 - $67.41 $2,136 - $2,561	-38 Reduced 0.89%	4,246 $241,000
Q4 2021 Feb 15, 2022	BUY	$55.67 - $65.14 $2,560 - $2,996	46 Added 1.09%	4,284 $247,000
Q3 2021 Oct 13, 2021	BUY	$52.18 - $60.15 $221,138 - $254,915	4,238 New	4,238 $248,000
Q2 2021 Aug 11, 2021	SELL	$52.81 - $62.14 $191,383 - $225,195	-3,624 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$47.18 - $60.17 $170,980 - $218,056	3,624 New	3,624 $211,000
Q1 2020 May 15, 2020	SELL	$25.69 - $56.67 $127,345 - $280,913	-4,957 Closed	0 $0
Q4 2019 Feb 19, 2020	BUY	$50.81 - $56.72 $251,865 - $281,161	4,957 New	4,957 $279,000

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 $58.3B
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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