Creative Planning’s Bank of N.T. Butterfield & Son NTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.42M Buy
2025
Q2
$877K Buy
2025
Q1
$488K Buy
2024
Q4
$328K Buy
2024
Q3
$312K Buy
2024
Q2
$292K Sell
2024
Q1
$400K Buy
2021
Q2
Sell
2021
Q1
$240K Buy