Beacon Pointe Advisors’s NBT Bancorp NBTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Hold |
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|
2025
Q1 | $753K | Sell |
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|
2024
Q4 | $846K | Hold |
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|
2024
Q3 | $783K | Hold |
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|
2024
Q2 | $684K | Hold |
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|
2024
Q1 | $650K | Sell |
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|
2023
Q4 | $759K | Buy |
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|
2023
Q3 | $561K | Sell |
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|
2023
Q2 | $575K | Hold |
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|
2023
Q1 | $609K | Hold |
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|
2022
Q4 | $784K | Hold |
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|
2022
Q3 | $685K | Hold |
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|
2022
Q2 | $678K | Hold |
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|
2022
Q1 | $653K | Buy |
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