IFP Advisors’s Beacon Financial Corporation BBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13K | Buy |
+125
| New | +$3.13K | ﹤0.01% | 3674 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$28 | – | 4349 |
|
|
2024
Q4 | $28 | Buy |
+1
| New | +$28 | ﹤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% | 4510 |
|
|
2022
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 4286 |
|
|
2022
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 4286 |
|
|
2021
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 2896 |
|
|
2021
Q3 | $1K | Sell |
16
-1
| -6% | -$63 | ﹤0.01% | 2916 |
|
|
2021
Q2 | $0 | Hold |
17
| – | – | ﹤0.01% | 3158 |
|
|
2021
Q1 | $0 | Hold |
17
| – | – | ﹤0.01% | 3089 |
|
|
2020
Q4 | $0 | Sell |
17
-36
| -68% | – | ﹤0.01% | 3014 |
|
|
2020
Q3 | $1K | Buy |
+53
| New | +$1K | ﹤0.01% | 2572 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2784 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2784 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2887 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3097 |
|
|
2019
Q1 | – | Sell |
-8
| Closed | – | – | 2452 |
|
|
2018
Q4 | $0 | Sell |
8
-150
| -95% | – | ﹤0.01% | 3481 |
|
|
2018
Q3 | $6K | Hold |
158
| – | – | ﹤0.01% | 3072 |
|
|
2018
Q2 | $6K | Sell |
158
-1
| -0.6% | -$38 | ﹤0.01% | 3097 |
|
|
2018
Q1 | $6K | Hold |
159
| – | – | ﹤0.01% | 3050 |
|
|
2017
Q4 | $6K | Buy |
+159
| New | +$6K | ﹤0.01% | 3047 |
|
|
2017
Q3 | – | Sell |
-59
| Closed | -$2K | – | 4030 |
|
|
2017
Q2 | $2K | Hold |
59
| – | – | ﹤0.01% | 3668 |
|
|
2017
Q1 | $2K | Buy |
59
+55
| +1,375% | +$1.86K | ﹤0.01% | 3589 |
|
|
2016
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 3948 |
|
|
2016
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 3890 |
|
|
2016
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 3839 |
|
|
2016
Q1 | – | Sell |
-4
| Closed | – | – | 2454 |
|
|
2015
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 3702 |
|