BFG
Beacon Financial Group’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Sell |
5,347
-7,644
| -59% | -$524K | 0.04% | 266 |
|
|
2025
Q1 | $970K | Sell |
12,991
-4,957
| -28% | -$370K | 0.11% | 167 |
|
|
2024
Q4 | $1.37M | Sell |
17,948
-1,820
| -9% | -$139K | 0.15% | 142 |
|
|
2024
Q3 | $1.76M | Sell |
19,768
-8,316
| -30% | -$741K | 0.19% | 125 |
|
|
2024
Q2 | $2.26M | Sell |
28,084
-774
| -3% | -$62.3K | 0.26% | 98 |
|
|
2024
Q1 | $2.21M | Sell |
28,858
-1,174
| -4% | -$90K | 0.25% | 99 |
|
|
2023
Q4 | $2.31M | Buy |
30,032
+5,474
| +22% | +$421K | 0.28% | 93 |
|
|
2023
Q3 | $1.89M | Sell |
24,558
-1,920
| -7% | -$148K | 0.27% | 92 |
|
|
2023
Q2 | $1.88M | Sell |
26,478
-1,043
| -4% | -$73.9K | 0.25% | 93 |
|
|
2023
Q1 | $1.92M | Sell |
27,521
-650
| -2% | -$45.4K | 0.27% | 93 |
|
|
2022
Q4 | $1.94M | Buy |
28,171
+1,647
| +6% | +$113K | 0.26% | 95 |
|
|
2022
Q3 | $1.34M | Buy |
26,524
+3,022
| +13% | +$153K | 0.21% | 106 |
|
|
2022
Q2 | $1.35M | Sell |
23,502
-543
| -2% | -$31.3K | 0.2% | 112 |
|
|
2022
Q1 | $1.81M | Sell |
24,045
-130
| -0.5% | -$9.78K | 0.24% | 100 |
|
|
2021
Q4 | $1.95M | Sell |
24,175
-9,812
| -29% | -$791K | 0.25% | 91 |
|
|
2021
Q3 | $2.35M | Sell |
33,987
-753
| -2% | -$52.1K | 0.32% | 84 |
|
|
2021
Q2 | $2.56M | Sell |
34,740
-4,654
| -12% | -$343K | 0.36% | 80 |
|
|
2021
Q1 | $3.27M | Hold |
39,394
| – | – | 0.51% | 64 |
|
|
2020
Q4 | $3.27M | Sell |
39,394
-2,447
| -6% | -$203K | 0.51% | 65 |
|
|
2020
Q3 | $2.32M | Buy |
41,841
+6,009
| +17% | +$333K | 0.42% | 73 |
|
|
2020
Q2 | $1.88M | Sell |
35,832
-8,149
| -19% | -$428K | 0.36% | 78 |
|
|
2020
Q1 | $1.48M | Buy |
43,981
+19,248
| +78% | +$647K | 0.33% | 88 |
|
|
2019
Q4 | $1.59M | Sell |
24,733
-665
| -3% | -$42.7K | 0.2% | 100 |
|
|
2019
Q3 | $1.78M | Buy |
25,398
+12,254
| +93% | +$861K | 0.3% | 88 |
|
|
2019
Q2 | $987K | Sell |
13,144
-12,475
| -49% | -$937K | 0.17% | 111 |
|
|
2019
Q1 | $1.37K | Sell |
25,619
-302
| -1% | -$16 | 0.22% | 99 |
|
|
2018
Q4 | $1.37M | Buy |
25,921
+21,801
| +529% | +$1.16M | 0.26% | 88 |
|
|
2018
Q3 | $265K | Buy |
4,120
+1
| +0% | +$64 | 0.04% | 176 |
|
|
2018
Q2 | $272K | Buy |
4,119
+200
| +5% | +$13.2K | 0.05% | 180 |
|
|
2018
Q1 | $250K | Hold |
3,919
| – | – | 0.04% | 193 |
|
|
2017
Q4 | $279K | Sell |
3,919
-74
| -2% | -$5.27K | 0.05% | 173 |
|
|
2017
Q3 | $276K | Sell |
3,993
-2,390
| -37% | -$165K | 0.05% | 171 |
|
|
2017
Q2 | $400K | Buy |
+6,383
| New | +$400K | 0.08% | 140 |
|
|
2014
Q1 | – | Sell |
-16,422
| Closed | -$732K | – | 169 |
|
|
2013
Q4 | $732K | Buy |
+16,422
| New | +$732K | 0.14% | 104 |
|