Asset Dedication LLC’s NBT Bancorp NBTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
7,042
+402
| +6% | +$16.7K | 0.02% | 268 |
|
|
2025
Q1 | $285K | Hold |
6,640
| – | – | 0.02% | 251 |
|
|
2024
Q4 | $317K | Sell |
6,640
-1,504
| -18% | -$71.8K | 0.03% | 243 |
|
|
2024
Q3 | $360K | Sell |
8,144
-1,024
| -11% | -$45.3K | 0.02% | 265 |
|
|
2024
Q2 | $354K | Sell |
9,168
-1,036
| -10% | -$40K | 0.02% | 266 |
|
|
2024
Q1 | $375K | Buy |
10,204
+9,014
| +757% | +$331K | 0.03% | 247 |
|
|
2023
Q4 | $50K | Hold |
1,190
| – | – | ﹤0.01% | 430 |
|
|
2023
Q3 | $37K | Buy |
+1,190
| New | +$37K | ﹤0.01% | 465 |
|