Meeder Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-534
| Closed | -$12.7K | – | 903 |
|
|
2025
Q3 | $12.7K | Sell |
534
-1,002
| -65% | -$25.7K | ﹤0.01% | 512 |
|
|
2025
Q2 | $38.5K | Buy |
1,536
+162
| +12% | +$4.03K | ﹤0.01% | 413 |
|
|
2025
Q1 | $35.8K | Buy |
1,374
+779
| +131% | +$21.8K | ﹤0.01% | 441 |
|
|
2024
Q4 | $16.9K | Buy |
+595
| New | +$17.2K | ﹤0.01% | 573 |
|
|
2024
Q3 | – | Sell |
-4,545
| Closed | -$104K | – | 846 |
|
|
2024
Q2 | $104K | Buy |
+4,545
| New | +$99.8K | 0.01% | 260 |
|
|
2022
Q4 | – | Sell |
-455
| Closed | -$12K | – | 921 |
|
|
2022
Q3 | $12K | Buy |
455
+73
| +19% | +$2.04K | ﹤0.01% | 1255 |
|
|
2022
Q2 | $9K | Buy |
382
+36
| +10% | +$933 | ﹤0.01% | 1400 |
|
|
2022
Q1 | $10K | Buy |
+346
| New | +$10.4K | ﹤0.01% | 1534 |
|
|
2021
Q4 | – | Sell |
-374
| Closed | -$10K | – | 1287 |
|
|
2021
Q3 | $10K | Hold |
374
| – | – | ﹤0.01% | 1649 |
|
|
2021
Q2 | $10K | Buy |
374
+2
| +0.5% | +$51 | ﹤0.01% | 1680 |
|
|
2021
Q1 | $8K | Sell |
372
-115
| -24% | -$2.35K | ﹤0.01% | 1669 |
|
|
2020
Q4 | $8K | Buy |
487
+351
| +258% | +$5.24K | ﹤0.01% | 1050 |
|
|
2020
Q3 | $1K | Buy |
136
+22
| +19% | +$216 | ﹤0.01% | 1933 |
|
|
2020
Q2 | $1K | Sell |
114
-796
| -87% | -$10.2K | ﹤0.01% | 1865 |
|
|
2020
Q1 | $14K | Hold |
910
| – | – | ﹤0.01% | 1372 |
|
|
2019
Q4 | $30K | Hold |
910
| – | – | ﹤0.01% | 1209 |
|
|
2019
Q3 | $27K | Hold |
910
| – | – | ﹤0.01% | 1206 |
|
|
2019
Q2 | $29K | Buy |
+910
| New | +$27.2K | ﹤0.01% | 1108 |
|
|
2019
Q1 | – | Sell |
-2,793
| Closed | -$75K | – | 1702 |
|
|
2018
Q4 | $75K | Buy |
+2,793
| New | +$93.8K | 0.01% | 716 |
|
|
2018
Q1 | – | Sell |
-138
| Closed | -$5K | – | 1572 |
|
|
2017
Q4 | $5K | Sell |
138
-168
| -55% | -$6.4K | ﹤0.01% | 1302 |
|
|
2017
Q3 | $12K | Sell |
306
-1,346
| -81% | -$47.5K | ﹤0.01% | 1028 |
|
|
2017
Q2 | $58K | Buy |
+1,652
| New | +$59.4K | 0.01% | 652 |
|
Other funds holding BBT
ACL
HAM
