D.J. St. Germain’s Beacon Financial Corp BBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $145K | Hold |
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|
2025
Q2 | $153K | Buy |
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|
2025
Q1 | $124K | Sell |
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|
2024
Q4 | $170K | Sell |
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|
2024
Q3 | $164K | Hold |
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|
2024
Q2 | $139K | Sell |
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|
2024
Q1 | $156K | Sell |
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|
2023
Q4 | $172K | Buy |
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|
2023
Q3 | $137K | Hold |
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|
2023
Q2 | $141K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $351K | Hold |
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|
2019
Q3 | $312K | Hold |
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|
2019
Q2 | $335K | Hold |
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|
2019
Q1 | $290K | Sell |
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|
2018
Q4 | $477K | Sell |
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|
2018
Q3 | $751K | Sell |
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|
2018
Q2 | $757K | Sell |
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|
2018
Q1 | $738K | Hold |
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|
2017
Q4 | $712K | Hold |
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|
2017
Q3 | $754K | Buy |
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|
2017
Q2 | $682K | Sell |
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|
2017
Q1 | $786K | Hold |
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|
2016
Q4 | $804K | Buy |
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|
2016
Q3 | $594K | Sell |
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|
2016
Q2 | $712K | Buy |
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|
2016
Q1 | $219K | Sell |
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|
2015
Q4 | $282K | Buy |
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|
2015
Q3 | $232K | Hold |
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|
2015
Q2 | $239K | Hold |
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|
2015
Q1 | $233K | Hold |
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|
2014
Q4 | $224K | Sell |
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|
2014
Q3 | $214K | Buy |
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|
2014
Q2 | $202K | Sell |
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|
2014
Q1 | $238K | Hold |
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|
2013
Q4 | $251K | Buy |
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|
2013
Q3 | $221K | Buy |
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|
2013
Q2 | $242K | Buy |
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