Atria Wealth Solutions’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 | $287K | Sell |
6,903
-60
| -0.9% | -$2.49K | 0.01% | 1177 |
|
|
2025
Q1 | $299K | Buy |
6,963
+101
| +1% | +$4.33K | ﹤0.01% | 1460 |
|
|
2024
Q4 | $328K | Hold |
6,862
| – | – | ﹤0.01% | 1470 |
|
|
2024
Q3 | $304K | Sell |
6,862
-412
| -6% | -$18.2K | ﹤0.01% | 1497 |
|
|
2024
Q2 | $281K | Hold |
7,274
| – | – | ﹤0.01% | 1529 |
|
|
2024
Q1 | $267K | Buy |
7,274
+25
| +0.3% | +$917 | ﹤0.01% | 1626 |
|
|
2023
Q4 | $304K | Hold |
7,249
| – | – | ﹤0.01% | 1478 |
|
|
2023
Q3 | $230K | Sell |
7,249
-181
| -2% | -$5.74K | ﹤0.01% | 1591 |
|
|
2023
Q2 | $237K | Hold |
7,430
| – | – | ﹤0.01% | 1588 |
|
|
2023
Q1 | $250K | Buy |
7,430
+142
| +2% | +$4.79K | ﹤0.01% | 1516 |
|
|
2022
Q4 | $316K | Hold |
7,288
| – | – | 0.01% | 1322 |
|
|
2022
Q3 | $277K | Buy |
+7,288
| New | +$277K | ﹤0.01% | 1341 |
|
|
2022
Q2 | – | Sell |
-7,288
| Closed | -$263K | – | 1773 |
|
|
2022
Q1 | $263K | Buy |
+7,288
| New | +$263K | ﹤0.01% | 1387 |
|