Transform Wealth, LLC Truist Financial Corp Transaction History

Transform Wealth, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 12, 2023	SELL	$40.42 - $47.26 $974,930 - $1.14 Million	-24,120 Reduced 72.63%	9,088 $0
Q3 2022 Oct 21, 2022	SELL	$20.41 - $50.47 $31,308 - $77,420	-1,534 Reduced 4.42%	33,208 $1.45 Million
Q2 2022 Jul 15, 2022	SELL	$45.68 - $55.36 $69,570 - $84,313	-1,523 Reduced 4.2%	34,742 $1.65 Million
Q1 2022 Apr 25, 2022	BUY	$56.23 - $67.41 $157,612 - $188,950	2,803 Added 8.38%	36,265 $2.06 Million
Q4 2021 Jan 26, 2022	BUY	$55.67 - $65.14 $1,725 - $2,019	31 Added 0.09%	33,462 $1.96 Million
Q3 2021 Oct 15, 2021	SELL	$52.18 - $60.15 $38,874 - $44,811	-745 Reduced 2.18%	33,431 $1.96 Million
Q2 2021 Jul 20, 2021	BUY	$52.81 - $62.14 $1.28 Million - $1.51 Million	24,227 Added 243.51%	34,176 $1.9 Million
Q1 2021 Apr 22, 2021	SELL	$47.18 - $60.17 $17,126 - $21,841	-363 Reduced 3.52%	9,949 $580,000
Q4 2020 Jan 20, 2021	SELL	$38.75 - $49.04 $960,573 - $1.22 Million	-24,789 Reduced 70.62%	10,312 $494,000
Q3 2020 Oct 21, 2020	SELL	$33.61 - $40.81 $1,915 - $2,326	-57 Reduced 0.16%	35,101 $1.34 Million
Q2 2020 Jul 22, 2020	SELL	$27.21 - $46.37 $16,053 - $27,358	-590 Reduced 1.65%	35,158 $1.32 Million
Q1 2020 Apr 30, 2020	SELL	$25.69 - $56.67 $693 - $1,530	-27 Reduced 0.08%	35,748 $1.1 Million
Q4 2019 Jan 24, 2020	BUY	$50.81 - $56.72 $1.82 Million - $2.03 Million	35,775 New	35,775 $2.02 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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