Mather Group’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
Q2
Sell
-50
Closed -$1.31K 722
2025
Q1
$1.31K Hold
50
﹤0.01% 1614
2024
Q4
$1.42K Hold
50
﹤0.01% 1576
2024
Q3
$1.35K Sell
50
-2
-4% -$54 ﹤0.01% 1531
2024
Q2
$1.19K Buy
+52
New +$1.19K ﹤0.01% 1971