HoldCo Asset Management’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
Q4
$54.3M Buy
2024
Q1
Sell
2023
Q4
$9.97M Hold
2023
Q3
$8.05M Hold
2023
Q2
$8.33M Hold
2023
Q1
$10.1M Buy
2022
Q4
$11.9M Hold
2022
Q3
$10.9M Hold
2022
Q2
$9.88M Sell
2022
Q1
$48.5M Buy
2021
Q4
$47.6M Hold
2021
Q3
$45.1M Hold
2021
Q2
$45.8M Hold
2021
Q1
$37.3M Buy
2020
Q4
$14.5M Buy