Creative Planning’s Beacon Financial Corporation BBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,002
| Closed | -$272K | – | 1894 |
|
|
2019
Q1 | $272K | Hold |
10,002
| – | – | ﹤0.01% | 1376 |
|
|
2018
Q4 | $270K | Buy |
+10,002
| New | +$270K | ﹤0.01% | 1289 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$18K | – | 2039 |
|
|
2017
Q2 | $18K | Sell |
500
-10,000
| -95% | -$360K | ﹤0.01% | 3204 |
|
|
2017
Q1 | $379K | Hold |
10,500
| – | – | ﹤0.01% | 1125 |
|
|
2016
Q4 | $387K | Hold |
10,500
| – | – | ﹤0.01% | 1042 |
|
|
2016
Q3 | $291K | Buy |
10,500
+10,000
| +2,000% | +$277K | ﹤0.01% | 1193 |
|
|
2016
Q2 | $13K | Hold |
500
| – | – | ﹤0.01% | 3025 |
|
|
2016
Q1 | $13K | Hold |
500
| – | – | ﹤0.01% | 3011 |
|
|
2015
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 2991 |
|
|
2015
Q3 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 2957 |
|
|
2015
Q2 | – | Sell |
-6
| Closed | – | – | 1248 |
|
|
2015
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 4058 |
|
|
2014
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 4003 |
|
|
2014
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 3845 |
|
|
2014
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 3644 |
|
|
2014
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 3511 |
|
|
2013
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 3319 |
|
|
2013
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 3210 |
|
|
2013
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 3066 |
|