Biltmore Family Office’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
7,274
+324
| +5% | +$13.9K | 0.05% | 169 |
|
|
2025
Q1 | $286K | Hold |
6,950
| – | – | 0.05% | 175 |
|
|
2024
Q4 | $301K | Hold |
6,950
| – | – | 0.05% | 168 |
|
|
2024
Q3 | $297K | Buy |
6,950
+70
| +1% | +$2.99K | 0.05% | 174 |
|
|
2024
Q2 | $267K | Hold |
6,880
| – | – | 0.05% | 165 |
|
|
2024
Q1 | $268K | Hold |
6,880
| – | – | 0.05% | 162 |
|
|
2023
Q4 | $254K | Sell |
6,880
-1,801
| -21% | -$66.5K | 0.05% | 167 |
|
|
2023
Q3 | $248K | Hold |
8,681
| – | – | 0.06% | 165 |
|
|
2023
Q2 | $263K | Sell |
8,681
-2,485
| -22% | -$75.4K | 0.06% | 158 |
|
|
2023
Q1 | $381K | Buy |
11,166
+278
| +3% | +$9.48K | 0.08% | 161 |
|
|
2022
Q4 | $469K | Buy |
10,888
+1,295
| +13% | +$55.7K | 0.1% | 128 |
|
|
2022
Q3 | $418K | Sell |
9,593
-4,000
| -29% | -$174K | 0.1% | 114 |
|
|
2022
Q2 | $645K | Sell |
13,593
-94
| -0.7% | -$4.46K | 0.16% | 89 |
|
|
2022
Q1 | $776K | Buy |
13,687
+2,380
| +21% | +$135K | 0.17% | 88 |
|
|
2021
Q4 | $662K | Buy |
11,307
+333
| +3% | +$19.5K | 0.13% | 105 |
|
|
2021
Q3 | $644K | Sell |
10,974
-300
| -3% | -$17.6K | 0.16% | 89 |
|
|
2021
Q2 | $626K | Sell |
11,274
-2,906
| -20% | -$161K | 0.18% | 85 |
|
|
2021
Q1 | $827K | Sell |
14,180
-7,000
| -33% | -$408K | 0.26% | 62 |
|
|
2020
Q4 | $1.02M | Buy |
+21,180
| New | +$1.02M | 0.3% | 53 |
|
|
2020
Q3 | – | Sell |
-6,030
| Closed | -$226K | – | 180 |
|
|
2020
Q2 | $226K | Buy |
+6,030
| New | +$226K | 0.14% | 128 |
|
|
2019
Q4 | – | Sell |
-6,000
| Closed | -$320K | – | 219 |
|
|
2019
Q3 | $320K | Buy |
+6,000
| New | +$320K | 0.14% | 124 |
|