Envestnet Asset Management’s NBT Bancorp NBTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Sell |
17,037
-238
| -1% | -$9.89K | ﹤0.01% | 3477 |
|
|
2025
Q1 | $741K | Buy |
17,275
+4,071
| +31% | +$175K | ﹤0.01% | 3382 |
|
|
2024
Q4 | $631K | Sell |
13,204
-1,660
| -11% | -$79.3K | ﹤0.01% | 3453 |
|
|
2024
Q3 | $657K | Buy |
14,864
+1,732
| +13% | +$76.6K | ﹤0.01% | 3374 |
|
|
2024
Q2 | $507K | Buy |
13,132
+283
| +2% | +$10.9K | ﹤0.01% | 3455 |
|
|
2024
Q1 | $471K | Buy |
12,849
+1,394
| +12% | +$51.1K | ﹤0.01% | 3475 |
|
|
2023
Q4 | $480K | Buy |
11,455
+467
| +4% | +$19.6K | ﹤0.01% | 3347 |
|
|
2023
Q3 | $348K | Buy |
+10,988
| New | +$348K | ﹤0.01% | 3442 |
|
|
2022
Q3 | – | Sell |
-6,663
| Closed | -$250K | – | 3993 |
|
|
2022
Q2 | $250K | Sell |
6,663
-2,935
| -31% | -$110K | ﹤0.01% | 3463 |
|
|
2022
Q1 | $347K | Sell |
9,598
-1,596
| -14% | -$57.7K | ﹤0.01% | 3363 |
|
|
2021
Q4 | $431K | Sell |
11,194
-886
| -7% | -$34.1K | ﹤0.01% | 3162 |
|
|
2021
Q3 | $436K | Sell |
12,080
-528
| -4% | -$19.1K | ﹤0.01% | 3047 |
|
|
2021
Q2 | $454K | Buy |
12,608
+1,187
| +10% | +$42.7K | ﹤0.01% | 3055 |
|
|
2021
Q1 | $456K | Buy |
+11,421
| New | +$456K | ﹤0.01% | 2895 |
|
|
2014
Q1 | – | Sell |
-250
| Closed | -$6K | – | 2616 |
|
|
2013
Q4 | $6K | Hold |
250
| – | – | ﹤0.01% | 1936 |
|
|
2013
Q3 | $6K | Hold |
250
| – | – | ﹤0.01% | 1871 |
|
|
2013
Q2 | $5K | Buy |
+250
| New | +$5K | ﹤0.01% | 1886 |
|