Beese Fulmer Investment Management’s Bogota Financial BSBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-15,350
| Closed | -$130K | – | 417 |
|
|
2026
Q1 | $130K | Hold |
15,350
| – | – | 0.01% | 426 |
|
|
2025
Q4 | $130K | Hold |
15,350
| – | – | 0.01% | 393 |
|
|
2025
Q3 | $140K | Hold |
15,350
| – | – | 0.01% | 284 |
|
|
2025
Q2 | $120K | Hold |
15,350
| – | – | 0.01% | 284 |
|
|
2025
Q1 | $118K | Hold |
15,350
| – | – | 0.01% | 250 |
|
|
2024
Q4 | $115K | Hold |
15,350
| – | – | 0.01% | 226 |
|
|
2024
Q3 | $127K | Sell |
15,350
-1,200
| -7% | -$8.83K | 0.01% | 231 |
|
|
2024
Q2 | $111K | Sell |
16,550
-3,000
| -15% | -$20.3K | 0.01% | 220 |
|
|
2024
Q1 | $138K | Hold |
19,550
| – | – | 0.01% | 223 |
|
|
2023
Q4 | $157K | Sell |
19,550
-1,000
| -5% | -$7.29K | 0.02% | 220 |
|
|
2023
Q3 | $152K | Hold |
20,550
| – | – | 0.02% | 214 |
|
|
2023
Q2 | $168K | Hold |
20,550
| – | – | 0.02% | 215 |
|
|
2023
Q1 | $206K | Hold |
20,550
| – | – | 0.02% | 209 |
|
|
2022
Q4 | $230K | Hold |
20,550
| – | – | 0.03% | 199 |
|
|
2022
Q3 | $226K | Hold |
20,550
| – | – | 0.03% | 191 |
|
|
2022
Q2 | $230K | Hold |
20,550
| – | – | 0.03% | 200 |
|
|
2022
Q1 | $220K | Hold |
20,550
| – | – | 0.02% | 214 |
|
|
2021
Q4 | $209K | Buy |
20,550
+1,000
| +5% | +$10.2K | 0.02% | 229 |
|
|
2021
Q3 | $202K | Hold |
19,550
| – | – | 0.02% | 230 |
|
|
2021
Q2 | $199K | Buy |
19,550
+2,000
| +11% | +$20.1K | 0.02% | 224 |
|
|
2021
Q1 | $180K | Sell |
17,550
-1,750
| -9% | -$16.6K | 0.02% | 221 |
|
|
2020
Q4 | $172K | Sell |
19,300
-550
| -3% | -$4.66K | 0.02% | 202 |
|
|
2020
Q3 | $151K | Sell |
19,850
-5,150
| -21% | -$39.9K | 0.02% | 183 |
|
|
2020
Q2 | $218K | Hold |
25,000
| – | – | 0.03% | 175 |
|
|
2020
Q1 | $172K | Buy |
+25,000
| New | +$247K | 0.03% | 169 |
|
Beese Fulmer Investment Management's BSBK Position: Q2 2026 in Review
Beese Fulmer Investment Management sold out of Bogota Financial (BSBK) in Q2 2026, closing a stake of 15,350 shares — an estimated $130K sold.
Beese Fulmer Investment Management first reported a position in BSBK in Q1 2020 and held it in 25 quarters. The position peaked at $230K in Q2 2022. 0 funds tracked by Wall St. Rank hold BSBK as of Q2 2026.
- Beese Fulmer Investment Management reported no remaining Bogota Financial position as of Q2 2026 after selling out during the quarter.
- Beese Fulmer Investment Management sold 15,350 Bogota Financial shares in Q2 2026, an estimated $130K.
- Beese Fulmer Investment Management first reported a position in Bogota Financial in Q1 2020 and held it in 25 quarters.
- Beese Fulmer Investment Management's Bogota Financial position peaked at $230K in Q2 2022.
- 0 funds tracked by Wall St. Rank held Bogota Financial as of Q2 2026.
Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.