EverSource Wealth Advisors’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
Q2
$46K Buy
2025
Q1
$1.15K Sell
2024
Q4
$2.36K Buy
2024
Q3
$1.13K Hold
2024
Q2
$1.16K Hold
2024
Q1
$895 Hold
2023
Q4
$1.04K Hold
2023
Q3
$842 Sell
2023
Q2
$1.84K Buy
2023
Q1
Sell
2022
Q4
$7.37K Hold
2022
Q3
$7K Hold
2022
Q2
$6K Hold
2022
Q1
$7K Hold
2021
Q4
$7K Buy