IFP Advisors’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 | $1.21K | Buy |
+29
| New | +$1.21K | ﹤0.01% | 4148 |
|
|
2025
Q1 | – | Hold |
0
| – | -$430 | – | 3518 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3458 |
|
|
2022
Q4 | – | Sell |
-6
| Closed | -$13K | – | 4750 |
|
|
2022
Q3 | $13K | Hold |
6
| – | – | ﹤0.01% | 3458 |
|
|
2022
Q2 | $13K | Hold |
6
| – | – | ﹤0.01% | 3204 |
|
|
2022
Q1 | $13K | Buy |
+6
| New | +$13K | ﹤0.01% | 3204 |
|
|
2019
Q1 | $65K | Hold |
1,810
| – | – | 0.01% | 856 |
|
|
2018
Q4 | $62K | Hold |
1,810
| – | – | ﹤0.01% | 1474 |
|
|
2018
Q3 | $69K | Hold |
1,810
| – | – | ﹤0.01% | 1700 |
|
|
2018
Q2 | $69K | Hold |
1,810
| – | – | ﹤0.01% | 1707 |
|
|
2018
Q1 | $67K | Hold |
1,810
| – | – | ﹤0.01% | 1631 |
|
|
2017
Q4 | $67K | Sell |
1,810
-35
| -2% | -$1.3K | ﹤0.01% | 1629 |
|
|
2017
Q3 | $68K | Hold |
1,845
| – | – | ﹤0.01% | 1789 |
|
|
2017
Q2 | $68K | Hold |
1,845
| – | – | ﹤0.01% | 1751 |
|
|
2017
Q1 | $68K | Hold |
1,845
| – | – | ﹤0.01% | 1731 |
|
|
2016
Q4 | $77K | Buy |
1,845
+35
| +2% | +$1.46K | ﹤0.01% | 1609 |
|
|
2016
Q3 | $59K | Hold |
1,810
| – | – | ﹤0.01% | 1695 |
|
|
2016
Q2 | $52K | Hold |
1,810
| – | – | ﹤0.01% | 1730 |
|
|
2016
Q1 | $65K | Hold |
1,810
| – | – | 0.01% | 856 |
|
|
2015
Q4 | $50K | Buy |
+1,810
| New | +$50K | ﹤0.01% | 1620 |
|