IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.5K | Hold |
50
| – | – | ﹤0.01% | 4066 |
|
|
2025
Q4 | $1.32K | Sell |
50
-101
| -67% | -$2.56K | ﹤0.01% | 3976 |
|
|
2025
Q3 | $3.58K | Buy |
151
+26
| +21% | +$667 | ﹤0.01% | 3437 |
|
|
2025
Q2 | $3.13K | Buy |
+125
| New | +$3.11K | ﹤0.01% | 3674 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$28 | – | 4349 |
|
|
2024
Q4 | $28 | Buy |
+1
| New | +$29 | ﹤0.01% | 4396 |
|
|
2023
Q1 | – | Sell |
-16
| Closed | -$1K | – | 3455 |
|
|
2022
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 4290 |
|
|
2022
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 4509 |
|
|
2022
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 4285 |
|
|
2022
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 4285 |
|
|
2021
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 2945 |
|
|
2021
Q3 | $1K | Sell |
16
-1
| -6% | -$26 | ﹤0.01% | 2980 |
|
|
2021
Q2 | $0 | Hold |
17
| – | – | ﹤0.01% | 3203 |
|
|
2021
Q1 | $0 | Hold |
17
| – | – | ﹤0.01% | 3144 |
|
|
2020
Q4 | $0 | Sell |
17
-36
| -68% | -$537 | ﹤0.01% | 3054 |
|
|
2020
Q3 | $1K | Buy |
+53
| New | +$522 | ﹤0.01% | 2599 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2823 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2841 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2902 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3124 |
|
|
2019
Q1 | – | Sell |
-8
| Closed | – | – | 2459 |
|
|
2018
Q4 | $0 | Sell |
8
-150
| -95% | -$5.04K | ﹤0.01% | 3532 |
|
|
2018
Q3 | $6K | Hold |
158
| – | – | ﹤0.01% | 3109 |
|
|
2018
Q2 | $6K | Sell |
158
-1
| -0.6% | -$40 | ﹤0.01% | 3143 |
|
|
2018
Q1 | $6K | Hold |
159
| – | – | ﹤0.01% | 3050 |
|
|
2017
Q4 | $6K | Buy |
+159
| New | +$6.06K | ﹤0.01% | 3096 |
|
|
2017
Q3 | – | Sell |
-59
| Closed | -$2K | – | 4070 |
|
|
2017
Q2 | $2K | Hold |
59
| – | – | ﹤0.01% | 3702 |
|
|
2017
Q1 | $2K | Buy |
59
+55
| +1,375% | +$1.95K | ﹤0.01% | 3624 |
|
|
2016
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 3977 |
|
|
2016
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 3907 |
|
|
2016
Q2 | $0 | Buy |
+4
| New | +$107 | ﹤0.01% | 3841 |
|
|
2016
Q1 | – | Sell |
-4
| Closed | – | – | 2452 |
|
|
2015
Q4 | $0 | Buy |
+4
| New | +$116 | ﹤0.01% | 3718 |
|
Other funds holding BBT
VPM
VCM
ACL
HAM
