Carson Wealth (CWM LLC)’s Beacon Financial Corporation BBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Buy |
5,607
+1,194
| +27% | +$29.8K | ﹤0.01% | 2444 |
|
|
2025
Q1 | $115K | Buy |
4,413
+3,688
| +509% | +$96.1K | ﹤0.01% | 2309 |
|
|
2024
Q4 | $21K | Buy |
725
+287
| +66% | +$8.31K | ﹤0.01% | 3393 |
|
|
2024
Q3 | $12K | Buy |
438
+270
| +161% | +$7.4K | ﹤0.01% | 3659 |
|
|
2024
Q2 | $4K | Buy |
168
+146
| +664% | +$3.48K | ﹤0.01% | 3929 |
|
|
2024
Q1 | $1K | Buy |
22
+16
| +267% | +$727 | ﹤0.01% | 4079 |
|
|
2023
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 4132 |
|
|
2023
Q3 | $0 | Sell |
6
-52
| -90% | – | ﹤0.01% | 4178 |
|
|
2023
Q2 | $1K | Buy |
+58
| New | +$1K | ﹤0.01% | 3900 |
|
|
2023
Q1 | – | Sell |
-88
| Closed | -$3K | – | 4039 |
|
|
2022
Q4 | $3K | Buy |
88
+3
| +4% | +$102 | ﹤0.01% | 3371 |
|
|
2022
Q3 | $2K | Buy |
+85
| New | +$2K | ﹤0.01% | 3414 |
|
|
2022
Q2 | – | Sell |
-109
| Closed | -$3K | – | 3763 |
|
|
2022
Q1 | $3K | Sell |
109
-3
| -3% | -$83 | ﹤0.01% | 2992 |
|
|
2021
Q4 | $3K | Buy |
+112
| New | +$3K | ﹤0.01% | 2931 |
|
|
2021
Q2 | $4K | Hold |
138
| – | – | ﹤0.01% | 2388 |
|
|
2021
Q1 | $4K | Hold |
138
| – | – | ﹤0.01% | 2388 |
|
|
2020
Q4 | $4K | Hold |
138
| – | – | ﹤0.01% | 2388 |
|
|
2020
Q3 | $4K | Hold |
138
| – | – | ﹤0.01% | 2388 |
|
|
2020
Q2 | $4K | Hold |
138
| – | – | ﹤0.01% | 2388 |
|
|
2020
Q1 | $4K | Hold |
138
| – | – | ﹤0.01% | 2388 |
|
|
2019
Q4 | $4K | Hold |
138
| – | – | ﹤0.01% | 2388 |
|
|
2019
Q3 | $4K | Hold |
138
| – | – | ﹤0.01% | 2388 |
|
|
2019
Q2 | $4K | Hold |
138
| – | – | ﹤0.01% | 2388 |
|
|
2019
Q1 | $4K | Buy |
138
+112
| +431% | +$3.25K | ﹤0.01% | 2388 |
|
|
2018
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 1837 |
|
|
2018
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 1615 |
|
|
2018
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1480 |
|