Envestnet Asset Management’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
Q2 | $708K | Sell |
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|
2025
Q1 | $741K | Buy |
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|
2024
Q4 | $631K | Sell |
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|
2024
Q3 | $657K | Buy |
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|
2024
Q2 | $507K | Buy |
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|
2024
Q1 | $471K | Buy |
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|
2023
Q4 | $480K | Buy |
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|
2023
Q3 | $348K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $347K | Sell |
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|
2021
Q4 | $431K | Sell |
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|
2021
Q3 | $436K | Sell |
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|
2021
Q2 | $454K | Buy |
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|
2021
Q1 | $456K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $6K | Hold |
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|
2013
Q3 | $6K | Hold |
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|
2013
Q2 | $5K | Buy |
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