NewEdge Advisors’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 | $884K | Buy |
35,290
+28
| +0.1% | +$701 | ﹤0.01% | 1361 |
|
|
2025
Q1 | $920K | Buy |
35,262
+3
| +0% | +$78 | 0.01% | 1238 |
|
|
2024
Q4 | $1M | Buy |
35,259
+6
| +0% | +$171 | 0.01% | 1164 |
|
|
2024
Q3 | $949K | Sell |
35,253
-44
| -0.1% | -$1.19K | 0.01% | 1136 |
|
|
2024
Q2 | $805K | Buy |
35,297
+33
| +0.1% | +$752 | 0.01% | 1170 |
|
|
2024
Q1 | $808K | Sell |
35,264
-3
| -0% | -$69 | 0.01% | 1105 |
|
|
2023
Q4 | $857K | Buy |
35,267
+448
| +1% | +$10.9K | 0.01% | 1014 |
|
|
2023
Q3 | $698K | Hold |
34,819
| – | – | 0.01% | 1028 |
|
|
2023
Q2 | $722K | Hold |
34,819
| – | – | 0.01% | 1017 |
|
|
2023
Q1 | $873K | Hold |
34,819
| – | – | 0.01% | 843 |
|
|
2022
Q4 | $1.04M | Hold |
34,819
| – | – | 0.03% | 496 |
|
|
2022
Q3 | $951K | Buy |
34,819
+24
| +0.1% | +$656 | 0.02% | 660 |
|
|
2022
Q2 | $862K | Buy |
34,795
+37
| +0.1% | +$917 | 0.01% | 733 |
|
|
2022
Q1 | $1.01M | Hold |
34,758
| – | – | 0.02% | 636 |
|
|
2021
Q4 | $988K | Buy |
+34,758
| New | +$988K | 0.01% | 740 |
|