J.W. Cole Advisors’s NBT Bancorp NBTB Stock Holding History

J.W. Cole Advisors’s Portfolio NBTB Stock Details NBTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$673K	Buy
2025 Q1	–	Sell
2024 Q4	$737K	Sell
2024 Q3	$685K	Hold
2024 Q2	$598K	Hold
2024 Q1	$557K	Buy
2023 Q4	$647K	Buy