Creative Planning’s NBT Bancorp NBTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.17M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $279K | Hold |
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|
2022
Q1 | $268K | Hold |
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|
2021
Q4 | $286K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $70K | Sell |
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|
2017
Q1 | $443K | Hold |
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|
2016
Q4 | $500K | Sell |
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|
2016
Q3 | $888K | Hold |
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|
2016
Q2 | $773K | Hold |
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|
2016
Q1 | $728K | Hold |
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|
2015
Q4 | $753K | Buy |
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|
2015
Q3 | $47K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $5K | Buy |
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