Legacy Wealth Management, LLC / Ms Truist Financial Corp Transaction History

Legacy Wealth Management, LLC / Ms

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Dec 12, 2024	SELL	$45.68 - $55.36 $596,809 - $723,278	-13,065 Closed	0 $0
Q1 2022 Dec 12, 2024	BUY	$56.23 - $67.41 $5,229 - $6,269	93 Added 0.72%	13,065 $741 Million
Q4 2021 Dec 12, 2024	BUY	$55.67 - $65.14 $3,729 - $4,364	67 Added 0.52%	12,972 $760 Million
Q2 2021 Dec 12, 2024	SELL	$52.81 - $62.14 $20,859 - $24,545	-395 Reduced 2.97%	12,905 $716 Million
Q4 2020 Dec 12, 2024	SELL	$38.75 - $49.04 $43,787 - $55,415	-1,130 Reduced 7.83%	13,300 $637 Million
Q3 2020 Dec 12, 2024	SELL	$33.61 - $40.81 $487,244 - $591,622	-14,497 Reduced 50.12%	14,430 $549 Million
Q2 2020 Dec 12, 2024	BUY	$27.21 - $46.37 $25,849 - $44,051	950 Added 3.4%	28,927 $1.09 Billion
Q1 2020 Dec 12, 2024	BUY	$25.69 - $56.67 $424,655 - $936,755	16,530 Added 144.4%	27,977 $863 Million
Q4 2019 Dec 12, 2024	BUY	$50.81 - $56.72 $581,622 - $649,273	11,447 New	11,447 $645 Million

1,648

946M

9.38M

6.49M

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $60.7B
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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