Bleakley Financial Group’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
Q1
Sell
-8,336
Closed -$237K 556
2024
Q4
$237K Sell
8,336
-629
-7% -$17.9K 0.01% 891
2024
Q3
$241K Buy
+8,965
New +$241K 0.01% 871