JIC
BBT
Joel Isaacson & Co’s Beacon Financial Corporation BBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,844
| Closed | -$205K | – | 421 |
|
|
2025
Q1 | $205K | Hold |
7,844
| – | – | 0.01% | 377 |
|
|
2024
Q4 | $223K | Hold |
7,844
| – | – | 0.01% | 349 |
|
|
2024
Q3 | $211K | Buy |
+7,844
| New | +$211K | 0.01% | 344 |
|
|
2023
Q1 | – | Sell |
-7,844
| Closed | -$235K | – | 329 |
|
|
2022
Q4 | $235K | Hold |
7,844
| – | – | 0.02% | 282 |
|
|
2022
Q3 | $214K | Buy |
+7,844
| New | +$214K | 0.02% | 274 |
|