Brinker Capital Investments’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
$273K Buy
2025
Q1
$280K Sell
2024
Q4
$316K Sell
2024
Q3
$319K Sell
2024
Q2
$282K Buy
2024
Q1
$268K Sell
2023
Q4
$291K Sell
2023
Q3
$241K Sell
2023
Q2
$257K Buy
2022
Q2
Sell
2022
Q1
$201K Sell
2021
Q4
$221K Sell
2021
Q3
$214K Hold
2021
Q2
$214K Buy
2020
Q4
Sell
2020
Q3
$103K Buy