JFS Wealth Advisors’s Bank of N.T. Butterfield & Son NTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48K | Buy |
56
+10
| +22% | +$443 | ﹤0.01% | 1339 |
|
|
2025
Q1 | $1.79K | Hold |
46
| – | – | ﹤0.01% | 1503 |
|
|
2024
Q4 | $1.68K | Buy |
46
+10
| +28% | +$366 | ﹤0.01% | 1542 |
|
|
2024
Q3 | $1.33K | Buy |
36
+2
| +6% | +$74 | ﹤0.01% | 1630 |
|
|
2024
Q2 | $1.2K | Hold |
34
| – | – | ﹤0.01% | 1626 |
|
|
2024
Q1 | $1.09K | Buy |
34
+1
| +3% | +$32 | ﹤0.01% | 1640 |
|
|
2023
Q4 | $1.06K | Sell |
33
-15
| -31% | -$480 | ﹤0.01% | 1649 |
|
|
2023
Q3 | $1.3K | Buy |
48
+13
| +37% | +$352 | ﹤0.01% | 1517 |
|
|
2023
Q2 | $958 | Buy |
35
+14
| +67% | +$383 | ﹤0.01% | 1623 |
|
|
2023
Q1 | $567 | Sell |
21
-39
| -65% | -$1.05K | ﹤0.01% | 1705 |
|
|
2022
Q4 | $1.79K | Buy |
60
+11
| +22% | +$328 | ﹤0.01% | 1417 |
|
|
2022
Q3 | $2K | Buy |
49
+41
| +513% | +$1.67K | ﹤0.01% | 1359 |
|
|
2022
Q2 | $0 | Sell |
8
-37
| -82% | – | ﹤0.01% | 1875 |
|
|
2022
Q1 | $2K | Buy |
45
+27
| +150% | +$1.2K | ﹤0.01% | 1459 |
|
|
2021
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1480 |
|