Beese Fulmer Investment Management’s Beacon Financial Corp BBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Hold |
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|
2025
Q1 | $305K | Hold |
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|
2024
Q4 | $333K | Hold |
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|
2024
Q3 | $315K | Hold |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $291K | Sell |
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|
2023
Q4 | $318K | Hold |
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|
2023
Q3 | $257K | Hold |
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|
2023
Q2 | $265K | Hold |
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|
2023
Q1 | $321K | Hold |
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|
2022
Q4 | $383K | Hold |
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|
2022
Q3 | $349K | Hold |
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|
2022
Q2 | $317K | Hold |
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|
2022
Q1 | $371K | Hold |
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|
2021
Q4 | $364K | Hold |
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|
2021
Q3 | $345K | Sell |
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|
2021
Q2 | $362K | Hold |
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|
2021
Q1 | $294K | Hold |
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|
2020
Q4 | $226K | Buy |
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|
2020
Q3 | $123K | Hold |
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|
2020
Q2 | $134K | Hold |
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|
2020
Q1 | $181K | Hold |
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|
2019
Q4 | $400K | Hold |
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|
2019
Q3 | $356K | Hold |
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|
2019
Q2 | $382K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $307K | Buy |
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