Journey Strategic Wealth’s Beacon Financial Corporation BBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
+10,318
| New | +$258K | 0.01% | 498 |
|
|
2023
Q1 | – | Sell |
-6,857
| Closed | -$205K | – | 257 |
|
|
2022
Q4 | $205K | Sell |
6,857
-534
| -7% | -$16K | 0.02% | 217 |
|
|
2022
Q3 | $202K | Buy |
+7,391
| New | +$202K | 0.03% | 156 |
|
|
2022
Q2 | – | Sell |
-7,391
| Closed | -$214K | – | 137 |
|
|
2022
Q1 | $214K | Hold |
7,391
| – | – | 0.02% | 149 |
|
|
2021
Q4 | $210K | Buy |
+7,391
| New | +$210K | 0.02% | 183 |
|