Global Retirement Partners’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
$26.5K Buy
+638
New +$26.5K ﹤0.01% 2134
2024
Q4
$25.8K Buy
540
+15
+3% +$716 ﹤0.01% 1949
2024
Q3
$23.2K Buy
525
+40
+8% +$1.77K ﹤0.01% 1916
2024
Q2
$18.7K Sell
485
-76
-14% -$2.93K ﹤0.01% 2019
2024
Q1
$20.6K Buy
561
+113
+25% +$4.15K ﹤0.01% 1803
2023
Q4
$17.4K Sell
448
-252
-36% -$9.79K ﹤0.01% 1823
2023
Q3
$22.4K Buy
700
+77
+12% +$2.47K ﹤0.01% 1599
2023
Q2
$19.8K Hold
623
﹤0.01% 1670
2023
Q1
$18.6K Buy
623
+605
+3,361% +$18K ﹤0.01% 1665
2022
Q4
$782 Hold
18
﹤0.01% 2658
2022
Q3
$1K Buy
+18
New +$1K ﹤0.01% 2519