LPL Financial’s Beacon Financial Corp BBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.5M | Buy |
216,611
+418
| +0.2% | +$12.2K | ﹤0.01% | 2400 |
|
|
2025
Q4 | $5.7M | Sell |
216,193
-818
| -0.4% | -$20.7K | ﹤0.01% | 2420 |
|
|
2025
Q3 | $5.15M | Buy |
217,011
+9,739
| +5% | +$250K | ﹤0.01% | 2432 |
|
|
2025
Q2 | $5.19M | Buy |
207,272
+756
| +0.4% | +$18.8K | ﹤0.01% | 2273 |
|
|
2025
Q1 | $5.39M | Buy |
206,516
+506
| +0.2% | +$14.1K | ﹤0.01% | 2085 |
|
|
2024
Q4 | $5.86M | Sell |
206,010
-156
| -0.1% | -$4.5K | ﹤0.01% | 1949 |
|
|
2024
Q3 | $5.55M | Buy |
206,166
+156
| +0.1% | +$4.08K | ﹤0.01% | 1905 |
|
|
2024
Q2 | $4.7M | Buy |
206,010
+4
| +0% | +$88 | ﹤0.01% | 1913 |
|
|
2024
Q1 | $4.72M | Sell |
206,006
-2,812
| -1% | -$64.3K | ﹤0.01% | 1831 |
|
|
2023
Q4 | $5.18M | Sell |
208,818
-129
| -0.1% | -$2.78K | ﹤0.01% | 1661 |
|
|
2023
Q3 | $4.19M | Buy |
208,947
+2,115
| +1% | +$45.3K | ﹤0.01% | 1702 |
|
|
2023
Q2 | $4.29M | Sell |
206,832
-1,743
| -0.8% | -$37.6K | ﹤0.01% | 1655 |
|
|
2023
Q1 | $5.23M | Sell |
208,575
-1,564
| -0.7% | -$44.7K | ﹤0.01% | 1481 |
|
|
2022
Q4 | $6.28M | Buy |
210,139
+160,030
| +319% | +$4.71M | 0.01% | 1316 |
|
|
2022
Q3 | $1.37M | Buy |
50,109
+40,970
| +448% | +$1.14M | ﹤0.01% | 2284 |
|
|
2022
Q2 | $226K | Buy |
9,139
+13
| +0.1% | +$337 | ﹤0.01% | 3851 |
|
|
2022
Q1 | $264K | Buy |
9,126
+21
| +0.2% | +$632 | ﹤0.01% | 3666 |
|
|
2021
Q4 | $259K | Buy |
9,105
+20
| +0.2% | +$554 | ﹤0.01% | 3798 |
|
|
2021
Q3 | $245K | Buy |
9,085
+27
| +0.3% | +$713 | ﹤0.01% | 3802 |
|
|
2021
Q2 | $248K | Buy |
+9,058
| New | +$230K | ﹤0.01% | 3741 |
|
|
2016
Q1 | – | Sell |
-20,866
| Closed | -$594K | – | 3114 |
|
|
2015
Q4 | $594K | Buy |
20,866
+8,059
| +63% | +$234K | ﹤0.01% | 2084 |
|
|
2015
Q3 | $352K | Sell |
12,807
-1,599
| -11% | -$45.2K | ﹤0.01% | 2076 |
|
|
2015
Q2 | $414K | Sell |
14,406
-1,799
| -11% | -$50.2K | ﹤0.01% | 2055 |
|
|
2015
Q1 | $453K | Buy |
16,205
+3,302
| +26% | +$86.4K | ﹤0.01% | 1918 |
|
|
2014
Q4 | $344K | Buy |
+12,903
| New | +$323K | ﹤0.01% | 2045 |
|
Other funds holding BBT
VPM
VCM
ACL
HAM
