EverSource Wealth Advisors’s Beacon Financial Corporation BBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46K | Buy |
1,838
+1,794
| +4,077% | +$44.9K | ﹤0.01% | 1669 |
|
|
2025
Q1 | $1.15K | Sell |
44
-39
| -47% | -$1.02K | ﹤0.01% | 3176 |
|
|
2024
Q4 | $2.36K | Buy |
83
+41
| +98% | +$1.17K | ﹤0.01% | 2651 |
|
|
2024
Q3 | $1.13K | Hold |
42
| – | – | ﹤0.01% | 2700 |
|
|
2024
Q2 | $1.16K | Hold |
42
| – | – | ﹤0.01% | 2705 |
|
|
2024
Q1 | $895 | Hold |
42
| – | – | ﹤0.01% | 2616 |
|
|
2023
Q4 | $1.04K | Hold |
42
| – | – | ﹤0.01% | 2390 |
|
|
2023
Q3 | $842 | Sell |
42
-47
| -53% | -$942 | ﹤0.01% | 2289 |
|
|
2023
Q2 | $1.85K | Buy |
+89
| New | +$1.85K | ﹤0.01% | 2045 |
|
|
2023
Q1 | – | Sell |
-246
| Closed | -$7.37K | – | 2391 |
|
|
2022
Q4 | $7.37K | Hold |
246
| – | – | ﹤0.01% | 1455 |
|
|
2022
Q3 | $7K | Hold |
246
| – | – | ﹤0.01% | 1225 |
|
|
2022
Q2 | $6K | Hold |
246
| – | – | ﹤0.01% | 1182 |
|
|
2022
Q1 | $7K | Hold |
246
| – | – | ﹤0.01% | 1123 |
|
|
2021
Q4 | $7K | Buy |
+246
| New | +$7K | ﹤0.01% | 1088 |
|