Outlook Wealth Advisors, LLC Truist Financial Corp Transaction History

Outlook Wealth Advisors, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	BUY	$30.56 - $50.39 $12,254 - $20,206	401 Added 3.2%	12,922 $440,000
Q4 2022 Feb 14, 2023	BUY	$40.42 - $47.26 $5,254 - $6,143	130 Added 1.05%	12,521 $538,000
Q3 2022 Oct 25, 2022	BUY	$20.41 - $50.47 $142 - $353	7 Added 0.06%	12,391 $539,000
Q2 2022 Jul 28, 2022	BUY	$45.68 - $55.36 $26,540 - $32,164	581 Added 4.92%	12,384 $587,000
Q1 2022 Jul 28, 2022	BUY	$56.23 - $67.41 $24,178 - $28,986	430 Added 3.78%	11,803 $670,000
Q1 2022 May 13, 2022	SELL	$56.23 - $67.41 $28,677 - $34,379	-510 Reduced 4.29%	11,373 $645,000
Q4 2021 Jan 21, 2022	BUY	$55.67 - $65.14 $15,253 - $17,848	274 Added 2.36%	11,883 $696,000
Q3 2021 Oct 22, 2021	BUY	$52.18 - $60.15 $7,618 - $8,781	146 Added 1.27%	11,609 $681,000
Q2 2021 Jul 21, 2021	BUY	$52.81 - $62.14 $75,043 - $88,300	1,421 Added 14.15%	11,463 $636,000
Q1 2021 May 04, 2021	BUY	$47.18 - $60.17 $17,881 - $22,804	379 Added 3.92%	10,042 $586,000
Q4 2020 Feb 04, 2021	BUY	$38.75 - $49.04 $18,135 - $22,950	468 Added 5.09%	9,663 $463,000
Q3 2020 Nov 10, 2020	BUY	$33.61 - $40.81 $24,736 - $30,036	736 Added 8.7%	9,195 $350,000
Q2 2020 Jul 17, 2020	BUY	$27.21 - $46.37 $14,666 - $24,993	539 Added 6.81%	8,459 $318,000
Q1 2020 Apr 16, 2020	BUY	$25.69 - $56.67 $11,817 - $26,068	460 Added 6.17%	7,920 $244,000
Q4 2019 Feb 12, 2020	BUY	$50.81 - $56.72 $379,042 - $423,131	7,460 New	7,460 $420,000

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...

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