EverSource Wealth Advisors’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 | $26.8K | Buy |
646
+609
| +1,646% | +$25.3K | ﹤0.01% | 2054 |
|
|
2025
Q1 | $1.59K | Sell |
37
-7
| -16% | -$300 | ﹤0.01% | 3032 |
|
|
2024
Q4 | $2.1K | Buy |
44
+18
| +69% | +$860 | ﹤0.01% | 2695 |
|
|
2024
Q3 | $1.15K | Hold |
26
| – | – | ﹤0.01% | 2694 |
|
|
2024
Q2 | $1.28K | Hold |
26
| – | – | ﹤0.01% | 2679 |
|
|
2024
Q1 | $910 | Hold |
26
| – | – | ﹤0.01% | 2612 |
|
|
2023
Q4 | $1.09K | Sell |
26
-88
| -77% | -$3.69K | ﹤0.01% | 2373 |
|
|
2023
Q3 | $3.61K | Sell |
114
-30
| -21% | -$951 | ﹤0.01% | 1823 |
|
|
2023
Q2 | $4.59K | Hold |
144
| – | – | ﹤0.01% | 1763 |
|
|
2023
Q1 | $4.85K | Sell |
144
-175
| -55% | -$5.9K | ﹤0.01% | 1652 |
|
|
2022
Q4 | $13.8K | Hold |
319
| – | – | ﹤0.01% | 1202 |
|
|
2022
Q3 | $12K | Hold |
319
| – | – | ﹤0.01% | 1073 |
|
|
2022
Q2 | $12K | Hold |
319
| – | – | ﹤0.01% | 989 |
|
|
2022
Q1 | $11K | Hold |
319
| – | – | ﹤0.01% | 939 |
|
|
2021
Q4 | $12K | Buy |
+319
| New | +$12K | ﹤0.01% | 896 |
|