LPL Financial’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 | $1.75M | Buy |
42,171
+8,877
| +27% | +$369K | ﹤0.01% | 3228 |
|
|
2025
Q1 | $1.43M | Buy |
33,294
+1,250
| +4% | +$53.6K | ﹤0.01% | 3222 |
|
|
2024
Q4 | $1.53M | Sell |
32,044
-18
| -0.1% | -$860 | ﹤0.01% | 3108 |
|
|
2024
Q3 | $1.42M | Buy |
32,062
+2,425
| +8% | +$107K | ﹤0.01% | 3021 |
|
|
2024
Q2 | $1.14M | Buy |
29,637
+2,904
| +11% | +$112K | ﹤0.01% | 3087 |
|
|
2024
Q1 | $981K | Buy |
26,733
+7,552
| +39% | +$277K | ﹤0.01% | 3165 |
|
|
2023
Q4 | $804K | Buy |
19,181
+1,676
| +10% | +$70.2K | ﹤0.01% | 3224 |
|
|
2023
Q3 | $555K | Buy |
17,505
+3,345
| +24% | +$106K | ﹤0.01% | 3370 |
|
|
2023
Q2 | $451K | Buy |
14,160
+1,853
| +15% | +$59K | ﹤0.01% | 3497 |
|
|
2023
Q1 | $415K | Buy |
12,307
+999
| +9% | +$33.7K | ﹤0.01% | 3470 |
|
|
2022
Q4 | $491K | Buy |
11,308
+444
| +4% | +$19.3K | ﹤0.01% | 3248 |
|
|
2022
Q3 | $412K | Sell |
10,864
-250
| -2% | -$9.48K | ﹤0.01% | 3308 |
|
|
2022
Q2 | $418K | Buy |
11,114
+2,397
| +27% | +$90.2K | ﹤0.01% | 3338 |
|
|
2022
Q1 | $315K | Sell |
8,717
-508
| -6% | -$18.4K | ﹤0.01% | 3527 |
|
|
2021
Q4 | $355K | Buy |
9,225
+900
| +11% | +$34.6K | ﹤0.01% | 3554 |
|
|
2021
Q3 | $301K | Buy |
8,325
+94
| +1% | +$3.4K | ﹤0.01% | 3624 |
|
|
2021
Q2 | $296K | Buy |
8,231
+347
| +4% | +$12.5K | ﹤0.01% | 3581 |
|
|
2021
Q1 | $315K | Buy |
7,884
+1,341
| +20% | +$53.6K | ﹤0.01% | 3425 |
|
|
2020
Q4 | $210K | Buy |
+6,543
| New | +$210K | ﹤0.01% | 3467 |
|
|
2020
Q3 | – | Sell |
-6,956
| Closed | -$214K | – | 3572 |
|
|
2020
Q2 | $214K | Buy |
6,956
+604
| +10% | +$18.6K | ﹤0.01% | 3061 |
|
|
2020
Q1 | $206K | Buy |
+6,352
| New | +$206K | ﹤0.01% | 2779 |
|
|
2019
Q4 | – | Sell |
-8,585
| Closed | -$314K | – | 3370 |
|
|
2019
Q3 | $314K | Buy |
8,585
+347
| +4% | +$12.7K | ﹤0.01% | 2636 |
|
|
2019
Q2 | $309K | Buy |
8,238
+112
| +1% | +$4.2K | ﹤0.01% | 2668 |
|
|
2019
Q1 | $293K | Buy |
8,126
+350
| +5% | +$12.6K | ﹤0.01% | 2639 |
|
|
2018
Q4 | $269K | Buy |
7,776
+361
| +5% | +$12.5K | ﹤0.01% | 2542 |
|
|
2018
Q3 | $285K | Buy |
7,415
+185
| +3% | +$7.11K | ﹤0.01% | 2730 |
|
|
2018
Q2 | $276K | Buy |
7,230
+10
| +0.1% | +$382 | ﹤0.01% | 2706 |
|
|
2018
Q1 | $256K | Buy |
+7,220
| New | +$256K | ﹤0.01% | 2749 |
|