Evolution Wealth Advisors, LLC Truist Financial Corp Transaction History

Evolution Wealth Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 28, 2022	SELL	$55.67 - $65.14 $40,138 - $46,965	-721 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$52.18 - $60.15 $18,158 - $20,932	348 Added 93.3%	721 $42,000
Q2 2021 Jul 22, 2021	SELL	$52.81 - $62.14 $6,970 - $8,202	-132 Reduced 26.14%	373 $21,000
Q1 2021 Apr 20, 2021	BUY	$47.18 - $60.17 $17,456 - $22,262	370 Added 274.07%	505 $29,000
Q4 2020 Feb 02, 2021	SELL	$38.75 - $49.04 $5,812 - $7,356	-150 Reduced 52.63%	135 $6,000
Q3 2020 Oct 15, 2020	BUY	$33.61 - $40.81 $168 - $204	5 Added 1.79%	285 $11,000
Q2 2020 Jul 27, 2020	BUY	$27.21 - $46.37 $3,673 - $6,259	135 Added 93.1%	280 $11,000
Q1 2020 Apr 22, 2020	SELL	$25.69 - $56.67 $1,361 - $3,003	-53 Reduced 26.77%	145 $4,000
Q4 2019 Feb 03, 2020	BUY	$50.81 - $56.72 $10,060 - $11,230	198 New	198 $11,000

1,642

945M

9.38M

6.49M

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $61.8B
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...

Get notified when there are updates to the investment portfolio of Evolution Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Evolution Wealth Advisors, LLC with notifications on news.