JFS Wealth Advisors’s NBT Bancorp NBTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $84 | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $172 | Hold |
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|
2024
Q4 | $192 | Hold |
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|
2024
Q3 | $177 | Hold |
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|
2024
Q2 | $155 | Hold |
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|
2024
Q1 | $147 | Hold |
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|
2023
Q4 | $168 | Hold |
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|
2023
Q3 | $127 | Hold |
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|
2023
Q2 | $128 | Hold |
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|
2023
Q1 | $135 | Buy |
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|
2022
Q4 | $87 | Buy |
|