Focused Wealth 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 | $207K | Buy |
4,972
+28
| +0.6% | +$1.16K | 0.03% | 161 |
|
|
2025
Q1 | $212K | Buy |
4,944
+25
| +0.5% | +$1.07K | 0.03% | 149 |
|
|
2024
Q4 | $235K | Buy |
4,919
+22
| +0.4% | +$1.05K | 0.03% | 138 |
|
|
2024
Q3 | $217K | Buy |
+4,897
| New | +$217K | 0.03% | 165 |
|
|
2024
Q1 | – | Sell |
-4,813
| Closed | -$202K | – | 627 |
|
|
2023
Q4 | $202K | Hold |
4,813
| – | – | 0.03% | 139 |
|
|
2023
Q3 | $153K | Buy |
+4,813
| New | +$153K | 0.03% | 154 |
|