CFO
BBT

Callan Family Office’s Beacon Financial Corporation BBT Stock Holding History

Callan Family Office’s Portfolio BBT Stock Details BBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$451K Buy
18,007
+7,886
+78% +$197K 0.01% 622
2025
Q1 		$264K Sell
10,121
-7,249
-42% -$189K 0.02% 454
2024
Q4 		$494K Buy
+17,370
New +$494K 0.03% 371