Nisa Investment Advisors’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 | $950K | Buy |
22,873
+232
| +1% | +$9.64K | ﹤0.01% | 824 |
|
2025
Q1 | $971K | Hold |
22,641
| – | – | ﹤0.01% | 824 |
|
2024
Q4 | $1.08M | Buy |
22,641
+160
| +0.7% | +$7.64K | ﹤0.01% | 844 |
|
2024
Q3 | $994K | Sell |
22,481
-1,000
| -4% | -$44.2K | 0.01% | 853 |
|
2024
Q2 | $906K | Hold |
23,481
| – | – | 0.01% | 912 |
|
2024
Q1 | $861K | Sell |
23,481
-160
| -0.7% | -$5.87K | 0.01% | 917 |
|
2023
Q4 | $991K | Sell |
23,641
-3,500
| -13% | -$147K | 0.01% | 854 |
|
2023
Q3 | $860K | Buy |
27,141
+3,525
| +15% | +$112K | 0.01% | 909 |
|
2023
Q2 | $752K | Sell |
23,616
-410
| -2% | -$13.1K | 0.01% | 949 |
|
2023
Q1 | $810K | Sell |
24,026
-13
| -0.1% | -$438 | 0.01% | 924 |
|
2022
Q4 | $1.04M | Hold |
24,039
| – | – | 0.01% | 903 |
|
2022
Q3 | $912K | Buy |
24,039
+33
| +0.1% | +$1.25K | 0.01% | 836 |
|
2022
Q2 | $902K | Hold |
24,006
| – | – | 0.01% | 857 |
|
2022
Q1 | $867K | Hold |
24,006
| – | – | 0.01% | 920 |
|
2021
Q4 | $929K | Sell |
24,006
-200
| -0.8% | -$7.74K | 0.01% | 857 |
|
2021
Q3 | $874 | Hold |
24,206
| – | – | 0.01% | 955 |
|
2021
Q2 | $871 | Hold |
24,206
| – | – | 0.01% | 984 |
|
2021
Q1 | $966 | Sell |
24,206
-4,400
| -15% | -$176 | 0.01% | 965 |
|
2020
Q4 | $918K | Hold |
28,606
| – | – | 0.01% | 963 |
|
2020
Q3 | $767K | Hold |
28,606
| – | – | 0.01% | 895 |
|
2020
Q2 | $880K | Buy |
28,606
+1,900
| +7% | +$58.4K | 0.01% | 823 |
|
2020
Q1 | $865K | Buy |
26,706
+1,000
| +4% | +$32.4K | 0.01% | 750 |
|
2019
Q4 | $1.04M | Buy |
25,706
+6,900
| +37% | +$280K | 0.01% | 865 |
|
2019
Q3 | $688K | Hold |
18,806
| – | – | 0.01% | 985 |
|
2019
Q2 | $705K | Hold |
18,806
| – | – | 0.01% | 968 |
|
2019
Q1 | $677K | Hold |
18,806
| – | – | 0.01% | 967 |
|
2018
Q4 | $650K | Hold |
18,806
| – | – | 0.01% | 918 |
|
2018
Q3 | $722K | Buy |
18,806
+8,806
| +88% | +$338K | 0.01% | 984 |
|
2018
Q2 | $382K | Hold |
10,000
| – | – | ﹤0.01% | 1124 |
|
2018
Q1 | $348K | Hold |
10,000
| – | – | ﹤0.01% | 1116 |
|
2017
Q4 | $368K | Hold |
10,000
| – | – | ﹤0.01% | 1119 |
|
2017
Q3 | $367K | Hold |
10,000
| – | – | ﹤0.01% | 1112 |
|
2017
Q2 | $351K | Hold |
10,000
| – | – | ﹤0.01% | 1110 |
|
2017
Q1 | $371K | Hold |
10,000
| – | – | ﹤0.01% | 1112 |
|
2016
Q4 | $419K | Hold |
10,000
| – | – | 0.01% | 1089 |
|
2016
Q3 | $329K | Hold |
10,000
| – | – | ﹤0.01% | 1115 |
|
2016
Q2 | $286K | Hold |
10,000
| – | – | ﹤0.01% | 1148 |
|
2016
Q1 | $270K | Hold |
10,000
| – | – | ﹤0.01% | 1152 |
|
2015
Q4 | $279K | Hold |
10,000
| – | – | ﹤0.01% | 1108 |
|
2015
Q3 | $259K | Hold |
10,000
| – | – | ﹤0.01% | 1142 |
|
2015
Q2 | $262K | Sell |
10,000
-18,000
| -64% | -$472K | ﹤0.01% | 1191 |
|
2015
Q1 | $702K | Hold |
28,000
| – | – | 0.01% | 918 |
|
2014
Q4 | $736K | Hold |
28,000
| – | – | 0.01% | 890 |
|
2014
Q3 | $631K | Hold |
28,000
| – | – | 0.01% | 935 |
|
2014
Q2 | $673K | Buy |
28,000
+10,000
| +56% | +$240K | 0.01% | 945 |
|
2014
Q1 | $440K | Sell |
18,000
-900
| -5% | -$22K | 0.01% | 1073 |
|
2013
Q4 | $490K | Sell |
18,900
-100
| -0.5% | -$2.59K | 0.01% | 1031 |
|
2013
Q3 | $437K | Hold |
19,000
| – | – | 0.01% | 1057 |
|
2013
Q2 | $402K | Buy |
+19,000
| New | +$402K | 0.01% | 1081 |
|