Lido Advisors’s NBT Bancorp NBTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,409
| Closed | -$318K | – | 1499 |
|
|
2025
Q1 | $318K | Sell |
7,409
-599
| -7% | -$25.7K | ﹤0.01% | 1102 |
|
|
2024
Q4 | $382K | Buy |
8,008
+3,206
| +67% | +$153K | ﹤0.01% | 1009 |
|
|
2024
Q3 | $212K | Buy |
+4,802
| New | +$212K | ﹤0.01% | 1173 |
|
|
2023
Q3 | – | Sell |
-8,397
| Closed | -$267K | – | 1085 |
|
|
2023
Q2 | $267K | Sell |
8,397
-3,114
| -27% | -$99.2K | ﹤0.01% | 885 |
|
|
2023
Q1 | $388K | Buy |
11,511
+1,800
| +19% | +$60.7K | ﹤0.01% | 717 |
|
|
2022
Q4 | $422K | Buy |
9,711
+643
| +7% | +$27.9K | 0.01% | 593 |
|
|
2022
Q3 | $344K | Buy |
+9,068
| New | +$344K | ﹤0.01% | 610 |
|