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
Q2
Sell
2025
Q1
$172 Hold
2024
Q4
$192 Hold
2024
Q3
$177 Hold
2024
Q2
$155 Hold
2024
Q1
$147 Hold
2023
Q4
$168 Hold
2023
Q3
$127 Hold
2023
Q2
$128 Hold
2023
Q1
$135 Buy
2022
Q4
$87 Buy