Cerity Partners’s Beacon Financial Corporation BBT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$208K	Buy	+8,326	New	+$208K	﹤0.01%	2338
2024 Q4	–	Sell	-7,885	Closed	-$212K	–	2440
2024 Q3	$212K	Buy	+7,885	New	+$212K	﹤0.01%	2279
2023 Q2	–	Sell	-587	Closed	-$552K	–	1672
2023 Q1	$552K	Buy	+587	New	+$552K	﹤0.01%	1250