D.L. Carlson Investment Group’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
Q2 | $383K | Sell |
|
|||||
2025
Q1 | $446K | Hold |
|
|||||
2024
Q4 | $419K | Buy |
|
|||||
2024
Q3 | $319K | Sell |
|
|||||
2024
Q2 | $402K | Hold |
|
|||||
2024
Q1 | $366K | Hold |
|
|||||
2023
Q4 | $355K | Hold |
|
|||||
2023
Q3 | $310K | Buy |
|
|||||
2023
Q2 | $237K | Buy |
|
|||||
2020
Q1 | – | Sell |
|
|||||
2019
Q4 | $222K | Buy |
|
|||||
2019
Q3 | – | Sell |
|
|||||
2019
Q2 | $204K | Buy |
|
|||||
2018
Q4 | – | Sell |
|
|||||
2018
Q3 | $259K | Hold |
|
|||||
2018
Q2 | $229K | Hold |
|
|||||
2018
Q1 | $224K | Buy |
|