Kelly Financial Services’s NBT Bancorp NBTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,219
| Closed | -$47K | – | 523 |
|
|
2024
Q2 | $47K | Buy |
1,219
+11
| +0.9% | +$425 | 0.02% | 231 |
|
|
2024
Q1 | $44.3K | Buy |
1,208
+11
| +0.9% | +$403 | 0.02% | 233 |
|
|
2023
Q4 | $50.2K | Buy |
1,197
+10
| +0.8% | +$419 | 0.02% | 202 |
|
|
2023
Q3 | $37.6K | Buy |
1,187
+12
| +1% | +$380 | 0.02% | 217 |
|
|
2023
Q2 | $37.4K | Buy |
1,175
+9
| +0.8% | +$287 | 0.02% | 221 |
|
|
2023
Q1 | $39.3K | Buy |
1,166
+10
| +0.9% | +$337 | 0.02% | 203 |
|
|
2022
Q4 | $50.2K | Buy |
1,156
+8
| +0.7% | +$347 | 0.03% | 171 |
|
|
2022
Q3 | $43.6K | Buy |
1,148
+9
| +0.8% | +$342 | 0.03% | 166 |
|
|
2022
Q2 | $42.8K | Buy |
1,139
+9
| +0.8% | +$338 | 0.02% | 179 |
|
|
2022
Q1 | $40.8K | Buy |
1,130
+8
| +0.7% | +$289 | 0.02% | 198 |
|
|
2021
Q4 | $43.2K | Buy |
1,122
+8
| +0.7% | +$308 | 0.02% | 196 |
|
|
2021
Q3 | $40.2K | Sell |
1,114
-38,619
| -97% | -$1.39M | 0.02% | 182 |
|
|
2021
Q2 | $1.11M | Buy |
39,733
+38,636
| +3,522% | +$1.07M | 0.04% | 113 |
|
|
2021
Q1 | $43.8K | Buy |
1,097
+7
| +0.6% | +$279 | 0.03% | 140 |
|
|
2020
Q4 | $35K | Buy |
1,090
+9
| +0.8% | +$289 | 0.02% | 145 |
|
|
2020
Q3 | $29K | Buy |
1,081
+10
| +0.9% | +$268 | 0.02% | 141 |
|
|
2020
Q2 | $32.9K | Buy |
1,071
+10
| +0.9% | +$308 | 0.03% | 121 |
|
|
2020
Q1 | $34.4K | Buy |
1,061
+9
| +0.9% | +$292 | 0.04% | 101 |
|
|
2019
Q4 | $42.7K | Buy |
1,052
+7
| +0.7% | +$284 | 0.03% | 92 |
|
|
2019
Q3 | $38.2K | Buy |
1,045
+8
| +0.8% | +$293 | 0.03% | 97 |
|
|
2019
Q2 | $38.9K | Buy |
1,037
+7
| +0.7% | +$263 | 0.04% | 93 |
|
|
2019
Q1 | $37.1K | Buy |
+1,030
| New | +$37.1K | 0.04% | 97 |
|