CAPTRUST Financial Advisors’s NBT Bancorp NBTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,525
| Closed | -$264K | – | 2422 |
|
|
2024
Q4 | $264K | Buy |
+5,525
| New | +$264K | ﹤0.01% | 1987 |
|
|
2022
Q3 | – | Sell |
-2,339
| Closed | -$88K | – | 3305 |
|
|
2022
Q2 | $88K | Buy |
2,339
+166
| +8% | +$6.25K | ﹤0.01% | 2296 |
|
|
2022
Q1 | $79K | Buy |
2,173
+1,446
| +199% | +$52.6K | ﹤0.01% | 2454 |
|
|
2021
Q4 | $28K | Sell |
727
-6
| -0.8% | -$231 | ﹤0.01% | 3073 |
|
|
2021
Q3 | $26K | Buy |
733
+81
| +12% | +$2.87K | ﹤0.01% | 2997 |
|
|
2021
Q2 | $23K | Sell |
652
-17
| -3% | -$600 | ﹤0.01% | 3010 |
|
|
2021
Q1 | $27K | Buy |
669
+584
| +687% | +$23.6K | ﹤0.01% | 2817 |
|
|
2020
Q4 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 3012 |
|