Bradley Foster & Sargent’s NBT Bancorp NBTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$375K Sell
9,027
-971
-10% -$40.3K 0.01% 430
2025
Q1
$429K Sell
9,998
-2,366
-19% -$102K 0.01% 357
2024
Q4
$591K Hold
12,364
0.01% 336
2024
Q3
$547K Sell
12,364
-15,849
-56% -$701K 0.01% 350
2024
Q2
$1.09M Buy
28,213
+9,349
+50% +$361K 0.02% 265
2024
Q1
$692K Sell
18,864
-48,104
-72% -$1.76M 0.01% 312
2023
Q4
$2.81M Buy
+66,968
New +$2.81M 0.05% 176