JWCA
BBT

J.W. Cole Advisors’s Beacon Financial Corp BBT Stock Holding History

J.W. Cole Advisors’s Portfolio BBT Stock Details BBT Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
2025
Q3 		$310K Buy
2025
Q2 		$326K Buy
2025
Q1 		– Sell
2024
Q4 		$295K Sell
2024
Q3 		$281K Hold
2024
Q2 		$238K Hold
2024
Q1 		$232K Buy
2023
Q4 		$258K Buy