Summit Financial Wealth Advisors, LLC Truist Financial Corp Transaction History

Summit Financial Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 10, 2023	BUY	$30.56 - $50.39 $91,680 - $151,170	3,000 Added 1.69%	180,070 $6.14 Million
Q4 2022 Jan 17, 2023	BUY	$40.42 - $47.26 $7.16 Million - $8.37 Million	177,070 New	177,070 $0
Q3 2020 Nov 09, 2020	SELL	$33.61 - $40.81 $3.87 Million - $4.7 Million	-115,104 Closed	0 $0
Q2 2020 Jul 16, 2020	BUY	$27.21 - $46.37 $339,063 - $577,816	12,461 Added 12.14%	115,104 $4.07 Million
Q1 2020 Apr 29, 2020	SELL	$25.69 - $56.67 $92,612 - $204,295	-3,605 Reduced 3.39%	102,643 $3.06 Million
Q4 2019 Jan 28, 2020	BUY	$50.81 - $56.72 $5.4 Million - $6.03 Million	106,248 New	106,248 $5.81 Million

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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