J.W. Cole 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 | $326K | Buy |
+13,039
| New | +$326K | 0.01% | 1102 |
|
|
2025
Q1 | – | Sell |
-10,380
| Closed | -$295K | – | 1260 |
|
|
2024
Q4 | $295K | Sell |
10,380
-51
| -0.5% | -$1.45K | 0.01% | 787 |
|
|
2024
Q3 | $281K | Hold |
10,431
| – | – | 0.01% | 799 |
|
|
2024
Q2 | $238K | Hold |
10,431
| – | – | 0.01% | 784 |
|
|
2024
Q1 | $232K | Buy |
10,431
+51
| +0.5% | +$1.14K | 0.01% | 785 |
|
|
2023
Q4 | $258K | Buy |
+10,380
| New | +$258K | 0.02% | 690 |
|