Kcm Investment Advisors LLC Truist Financial Corp Transaction History

Kcm Investment Advisors LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	SELL	$27.97 - $35.59 $82,903 - $105,488	-2,964 Reduced 29.45%	7,100 $203,000
Q2 2023 Aug 09, 2023	SELL	$26.21 - $34.79 $48,383 - $64,222	-1,846 Reduced 15.5%	10,064 $305,000
Q1 2023 May 09, 2023	BUY	$30.56 - $50.39 $363,969 - $600,144	11,910 New	11,910 $406,000
Q4 2022 Jan 31, 2023	BUY	$40.42 - $47.26 $200,361 - $234,267	4,957 Added 71.58%	11,882 $511,000
Q3 2022 Nov 10, 2022	BUY	$20.41 - $50.47 $43,554 - $107,702	2,134 Added 44.54%	6,925 $302,000
Q2 2022 Aug 15, 2022	BUY	$45.68 - $55.36 $45,451 - $55,083	995 Added 26.21%	4,791 $227,000
Q1 2022 May 13, 2022	BUY	$56.23 - $67.41 $213,449 - $255,888	3,796 New	3,796 $215,000

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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