Bessemer Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31K | Buy |
1,042
+175
| +20% | +$5.11K | ﹤0.01% | 1805 |
|
|
2025
Q4 | $23K | Buy |
867
+175
| +25% | +$4.43K | ﹤0.01% | 1840 |
|
|
2025
Q3 | $16K | Buy |
692
+459
| +197% | +$11.8K | ﹤0.01% | 1771 |
|
|
2025
Q2 | $6K | Sell |
233
-47
| -17% | -$1.17K | ﹤0.01% | 1961 |
|
|
2025
Q1 | $7K | Buy |
280
+230
| +460% | +$6.42K | ﹤0.01% | 1887 |
|
|
2024
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 2309 |
|
|
2024
Q3 | $1K | Buy |
+50
| New | +$1.31K | ﹤0.01% | 2344 |
|
|
2023
Q3 | – | Sell |
-55
| Closed | -$1K | – | 2173 |
|
|
2023
Q2 | $1K | Buy |
+55
| New | +$1.19K | ﹤0.01% | 2121 |
|
|
2022
Q4 | – | Sell |
-154
| Closed | -$4K | – | 1900 |
|
|
2022
Q3 | $4K | Hold |
154
| – | – | ﹤0.01% | 1739 |
|
|
2022
Q2 | $4K | Buy |
+154
| New | +$3.99K | ﹤0.01% | 1567 |
|
|
2017
Q4 | – | Sell |
-30,332
| Closed | -$1.18M | – | 1692 |
|
|
2017
Q3 | $1.18M | Sell |
30,332
-19,400
| -39% | -$684K | ﹤0.01% | 609 |
|
|
2017
Q2 | $1.75M | Buy |
49,732
+432
| +0.9% | +$15.5K | 0.01% | 508 |
|
|
2017
Q1 | $1.78M | Buy |
49,300
+1,697
| +4% | +$60K | 0.01% | 533 |
|
|
2016
Q4 | $1.75M | Buy |
47,603
+1,303
| +3% | +$41.9K | 0.01% | 551 |
|
|
2016
Q3 | $1.28M | Buy |
+46,300
| New | +$1.26M | 0.01% | 552 |
|
|
2016
Q1 | – | Sell |
-110
| Closed | -$3K | – | 1487 |
|
|
2015
Q4 | $3K | Buy |
+110
| New | +$3.19K | ﹤0.01% | 1445 |
|
|
2015
Q2 | – | Sell |
-5,068
| Closed | -$140K | – | 1495 |
|
|
2015
Q1 | $140K | Hold |
5,068
| – | – | ﹤0.01% | 782 |
|
|
2014
Q4 | $135K | Hold |
5,068
| – | – | ﹤0.01% | 758 |
|
|
2014
Q3 | $119K | Hold |
5,068
| – | – | ﹤0.01% | 749 |
|
|
2014
Q2 | $118K | Sell |
5,068
-4,000
| -44% | -$94.3K | ﹤0.01% | 744 |
|
|
2014
Q1 | $234K | Hold |
9,068
| – | – | ﹤0.01% | 637 |
|
|
2013
Q4 | $248K | Buy |
+9,068
| New | +$236K | ﹤0.01% | 635 |
|
Other funds holding BBT
VPM
VCM
ACL
HAM