LGT Financial Advisors’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
Q1 | – | Sell |
-120
| Closed | -$3.41K | – | 347 |
|
|
2024
Q4 | $3.41K | Hold |
120
| – | – | 0.01% | 607 |
|
|
2024
Q3 | $3.23K | Hold |
120
| – | – | 0.01% | 613 |
|
|
2024
Q2 | $2.74K | Hold |
120
| – | – | 0.01% | 698 |
|
|
2024
Q1 | $2.75K | Hold |
120
| – | – | ﹤0.01% | 724 |
|
|
2023
Q4 | $2.98K | Hold |
120
| – | – | ﹤0.01% | 731 |
|
|
2023
Q3 | $2.41K | Buy |
+120
| New | +$2.41K | ﹤0.01% | 791 |
|