Northwestern Mutual Wealth Management’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 | $103K | Hold |
4,100
| – | – | ﹤0.01% | 1984 |
|
|
2025
Q1 | $107K | Hold |
4,100
| – | – | ﹤0.01% | 1903 |
|
|
2024
Q4 | $117K | Sell |
4,100
-1,500
| -27% | -$42.6K | ﹤0.01% | 1861 |
|
|
2024
Q3 | $151K | Sell |
5,600
-279
| -5% | -$7.51K | ﹤0.01% | 1735 |
|
|
2024
Q2 | $134K | Buy |
5,879
+2,169
| +58% | +$49.5K | ﹤0.01% | 1716 |
|
|
2024
Q1 | $85K | Hold |
3,710
| – | – | ﹤0.01% | 1883 |
|
|
2023
Q4 | $92.1K | Buy |
3,710
+110
| +3% | +$2.73K | ﹤0.01% | 1814 |
|
|
2023
Q3 | $72.2K | Hold |
3,600
| – | – | ﹤0.01% | 1837 |
|
|
2023
Q2 | $74.6K | Buy |
3,600
+3,000
| +500% | +$62.2K | ﹤0.01% | 1843 |
|
|
2023
Q1 | $15K | Hold |
600
| – | – | ﹤0.01% | 2357 |
|
|
2022
Q4 | $17.9K | Hold |
600
| – | – | ﹤0.01% | 2282 |
|
|
2022
Q3 | $16K | Hold |
600
| – | – | ﹤0.01% | 2291 |
|
|
2022
Q2 | $15K | Buy |
+600
| New | +$15K | ﹤0.01% | 2366 |
|
|
2021
Q3 | – | Sell |
-695
| Closed | -$19K | – | 3011 |
|
|
2021
Q2 | $19K | Buy |
+695
| New | +$19K | ﹤0.01% | 2209 |
|
|
2015
Q4 | – | Sell |
-85
| Closed | -$2K | – | 1590 |
|
|
2015
Q3 | $2K | Buy |
+85
| New | +$2K | ﹤0.01% | 1421 |
|
|
2015
Q1 | – | Sell |
-75
| Closed | -$2K | – | 1565 |
|
|
2014
Q4 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 1484 |
|