Nisa Investment 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 | $21.9K | Hold |
875
| – | – | ﹤0.01% | 1893 |
|
|
2025
Q1 | $22.8K | Buy |
875
+550
| +169% | +$14.4K | ﹤0.01% | 1825 |
|
|
2024
Q4 | $9.24K | Hold |
325
| – | – | ﹤0.01% | 2154 |
|
|
2024
Q3 | $8.81K | Hold |
325
| – | – | ﹤0.01% | 2121 |
|
|
2024
Q2 | $7.41K | Hold |
325
| – | – | ﹤0.01% | 2215 |
|
|
2024
Q1 | $7.51K | Hold |
325
| – | – | ﹤0.01% | 2079 |
|
|
2023
Q4 | $8.07K | Hold |
325
| – | – | ﹤0.01% | 2074 |
|
|
2023
Q3 | $6.52K | Hold |
325
| – | – | ﹤0.01% | 2254 |
|
|
2023
Q2 | $6.74K | Sell |
325
-8
| -2% | -$166 | ﹤0.01% | 2303 |
|
|
2023
Q1 | $8K | Sell |
333
-2,000
| -86% | -$48K | ﹤0.01% | 2183 |
|
|
2022
Q4 | $70K | Hold |
2,333
| – | – | ﹤0.01% | 1671 |
|
|
2022
Q3 | $64K | Buy |
2,333
+43
| +2% | +$1.18K | ﹤0.01% | 1653 |
|
|
2022
Q2 | $57K | Sell |
2,290
-730
| -24% | -$18.2K | ﹤0.01% | 1689 |
|
|
2022
Q1 | $87K | Buy |
+3,020
| New | +$87K | ﹤0.01% | 1669 |
|
|
2021
Q4 | – | Sell |
-1,320
| Closed | -$36 | – | 2238 |
|
|
2021
Q3 | $36 | Hold |
1,320
| – | – | ﹤0.01% | 1993 |
|
|
2021
Q2 | $36 | Buy |
1,320
+1,030
| +355% | +$28 | ﹤0.01% | 2017 |
|
|
2021
Q1 | $6 | Hold |
290
| – | – | ﹤0.01% | 2248 |
|
|
2020
Q4 | $5K | Buy |
+290
| New | +$5K | ﹤0.01% | 2264 |
|
|
2020
Q3 | – | Sell |
-37,600
| Closed | -$414K | – | 2250 |
|
|
2020
Q2 | $414K | Buy |
+37,600
| New | +$414K | ﹤0.01% | 1082 |
|