J.W. Cole 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 | $673K | Buy |
+16,198
| New | +$673K | 0.01% | 816 |
|
|
2025
Q1 | – | Sell |
-15,439
| Closed | -$737K | – | 1330 |
|
|
2024
Q4 | $737K | Sell |
15,439
-47
| -0.3% | -$2.25K | 0.03% | 505 |
|
|
2024
Q3 | $685K | Hold |
15,486
| – | – | 0.03% | 492 |
|
|
2024
Q2 | $598K | Hold |
15,486
| – | – | 0.03% | 482 |
|
|
2024
Q1 | $557K | Buy |
15,486
+47
| +0.3% | +$1.69K | 0.03% | 506 |
|
|
2023
Q4 | $647K | Buy |
+15,439
| New | +$647K | 0.04% | 408 |
|