Bank of Montreal’s Beacon Financial Corporation BBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
12,334
+72
| +0.6% | +$1.8K | ﹤0.01% | 2293 |
|
|
2025
Q1 | $320K | Buy |
12,262
+1,970
| +19% | +$51.4K | ﹤0.01% | 2226 |
|
|
2024
Q4 | $293K | Buy |
10,292
+690
| +7% | +$19.6K | ﹤0.01% | 2277 |
|
|
2024
Q3 | $257K | Buy |
9,602
+100
| +1% | +$2.67K | ﹤0.01% | 2579 |
|
|
2024
Q2 | $217K | Sell |
9,502
-573
| -6% | -$13.1K | ﹤0.01% | 2679 |
|
|
2024
Q1 | $231K | Buy |
10,075
+190
| +2% | +$4.36K | ﹤0.01% | 2658 |
|
|
2023
Q4 | $253K | Sell |
9,885
-902
| -8% | -$23.1K | ﹤0.01% | 2571 |
|
|
2023
Q3 | $218K | Sell |
10,787
-73
| -0.7% | -$1.47K | ﹤0.01% | 2613 |
|
|
2023
Q2 | $247K | Sell |
10,860
-1,036
| -9% | -$23.5K | ﹤0.01% | 2711 |
|
|
2023
Q1 | $306K | Buy |
11,896
+2,145
| +22% | +$55.1K | ﹤0.01% | 2520 |
|
|
2022
Q4 | $292K | Buy |
9,751
+18
| +0.2% | +$539 | ﹤0.01% | 2523 |
|
|
2022
Q3 | $286 | Sell |
9,733
-517
| -5% | -$15 | ﹤0.01% | 2556 |
|
|
2022
Q2 | $261 | Sell |
10,250
-21,598
| -68% | -$550 | ﹤0.01% | 2698 |
|
|
2022
Q1 | $936K | Buy |
31,848
+12,684
| +66% | +$373K | ﹤0.01% | 1989 |
|
|
2021
Q4 | $546K | Sell |
19,164
-2,615
| -12% | -$74.5K | ﹤0.01% | 2270 |
|
|
2021
Q3 | $596K | Sell |
21,779
-1,536
| -7% | -$42K | ﹤0.01% | 2599 |
|
|
2021
Q2 | $650K | Buy |
23,315
+2,907
| +14% | +$81K | ﹤0.01% | 2569 |
|
|
2021
Q1 | $456K | Sell |
20,408
-1,695
| -8% | -$37.9K | ﹤0.01% | 2360 |
|
|
2020
Q4 | $435K | Buy |
22,103
+8,802
| +66% | +$173K | ﹤0.01% | 2363 |
|
|
2020
Q3 | $140K | Buy |
13,301
+8,182
| +160% | +$86.1K | ﹤0.01% | 2532 |
|
|
2020
Q2 | $48K | Buy |
5,119
+3,836
| +299% | +$36K | ﹤0.01% | 3093 |
|
|
2020
Q1 | $19K | Sell |
1,283
-4,697
| -79% | -$69.6K | ﹤0.01% | 2957 |
|
|
2019
Q4 | $196K | Buy |
5,980
+1,513
| +34% | +$49.6K | ﹤0.01% | 2687 |
|
|
2019
Q3 | $131K | Buy |
4,467
+201
| +5% | +$5.9K | ﹤0.01% | 2692 |
|
|
2019
Q2 | $134K | Buy |
4,266
+4,144
| +3,397% | +$130K | ﹤0.01% | 2722 |
|
|
2019
Q1 | $3K | Sell |
122
-576
| -83% | -$14.2K | ﹤0.01% | 3681 |
|
|
2018
Q4 | $19K | Buy |
698
+69
| +11% | +$1.88K | ﹤0.01% | 3305 |
|
|
2018
Q3 | $25K | Buy |
629
+203
| +48% | +$8.07K | ﹤0.01% | 3312 |
|
|
2018
Q2 | $18K | Buy |
+426
| New | +$18K | ﹤0.01% | 3439 |
|
|
2014
Q3 | – | Sell |
-630
| Closed | -$15K | – | 3566 |
|
|
2014
Q2 | $15K | Buy |
+630
| New | +$15K | ﹤0.01% | 3291 |
|