Beese Fulmer Investment Management’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 | $293K | Hold |
11,696
| – | – | 0.02% | 237 |
|
|
2025
Q1 | $305K | Hold |
11,696
| – | – | 0.03% | 198 |
|
|
2024
Q4 | $333K | Hold |
11,696
| – | – | 0.03% | 185 |
|
|
2024
Q3 | $315K | Hold |
11,696
| – | – | 0.03% | 189 |
|
|
2024
Q2 | $267K | Sell |
11,696
-1,000
| -8% | -$22.8K | 0.02% | 195 |
|
|
2024
Q1 | $291K | Sell |
12,696
-100
| -0.8% | -$2.29K | 0.03% | 189 |
|
|
2023
Q4 | $318K | Hold |
12,796
| – | – | 0.03% | 180 |
|
|
2023
Q3 | $257K | Hold |
12,796
| – | – | 0.03% | 186 |
|
|
2023
Q2 | $265K | Hold |
12,796
| – | – | 0.03% | 186 |
|
|
2023
Q1 | $321K | Hold |
12,796
| – | – | 0.04% | 180 |
|
|
2022
Q4 | $383K | Hold |
12,796
| – | – | 0.05% | 169 |
|
|
2022
Q3 | $349K | Hold |
12,796
| – | – | 0.05% | 162 |
|
|
2022
Q2 | $317K | Hold |
12,796
| – | – | 0.04% | 176 |
|
|
2022
Q1 | $371K | Hold |
12,796
| – | – | 0.04% | 170 |
|
|
2021
Q4 | $364K | Hold |
12,796
| – | – | 0.04% | 174 |
|
|
2021
Q3 | $345K | Sell |
12,796
-396
| -3% | -$10.7K | 0.04% | 180 |
|
|
2021
Q2 | $362K | Hold |
13,192
| – | – | 0.04% | 165 |
|
|
2021
Q1 | $294K | Hold |
13,192
| – | – | 0.04% | 177 |
|
|
2020
Q4 | $226K | Buy |
13,192
+1,025
| +8% | +$17.6K | 0.03% | 191 |
|
|
2020
Q3 | $123K | Hold |
12,167
| – | – | 0.02% | 188 |
|
|
2020
Q2 | $134K | Hold |
12,167
| – | – | 0.02% | 216 |
|
|
2020
Q1 | $181K | Hold |
12,167
| – | – | 0.03% | 168 |
|
|
2019
Q4 | $400K | Hold |
12,167
| – | – | 0.06% | 148 |
|
|
2019
Q3 | $356K | Hold |
12,167
| – | – | 0.05% | 151 |
|
|
2019
Q2 | $382K | Buy |
+12,167
| New | +$382K | 0.07% | 122 |
|
|
2013
Q3 | – | Sell |
-11,042
| Closed | -$307K | – | 146 |
|
|
2013
Q2 | $307K | Buy |
+11,042
| New | +$307K | 0.13% | 111 |
|