Beacon Pointe Advisors’s NBT Bancorp NBTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Hold |
17,543
| – | – | 0.01% | 767 |
|
|
2025
Q1 | $753K | Sell |
17,543
-166
| -0.9% | -$7.12K | 0.01% | 707 |
|
|
2024
Q4 | $846K | Hold |
17,709
| – | – | 0.01% | 682 |
|
|
2024
Q3 | $783K | Hold |
17,709
| – | – | 0.01% | 698 |
|
|
2024
Q2 | $684K | Hold |
17,709
| – | – | 0.01% | 755 |
|
|
2024
Q1 | $650K | Sell |
17,709
-394
| -2% | -$14.5K | 0.01% | 812 |
|
|
2023
Q4 | $759K | Buy |
18,103
+394
| +2% | +$16.5K | 0.01% | 747 |
|
|
2023
Q3 | $561K | Sell |
17,709
-354
| -2% | -$11.2K | 0.01% | 826 |
|
|
2023
Q2 | $575K | Hold |
18,063
| – | – | 0.01% | 664 |
|
|
2023
Q1 | $609K | Hold |
18,063
| – | – | 0.01% | 702 |
|
|
2022
Q4 | $784K | Hold |
18,063
| – | – | 0.02% | 562 |
|
|
2022
Q3 | $685K | Hold |
18,063
| – | – | 0.02% | 550 |
|
|
2022
Q2 | $678K | Hold |
18,063
| – | – | 0.01% | 570 |
|
|
2022
Q1 | $653K | Buy |
+18,063
| New | +$653K | 0.01% | 732 |
|