Orion Portfolio Solutions’s Beacon Financial Corporation BBT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$280K Sell
10,721
-409
-4% -$10.7K ﹤0.01% 1656
2024
Q4
$316K Sell
11,130
-729
-6% -$20.7K ﹤0.01% 1535
2024
Q3
$319K Sell
11,859
-520
-4% -$14K ﹤0.01% 1505
2024
Q2
$282K Buy
12,379
+670
+6% +$15.3K ﹤0.01% 1482
2024
Q1
$268K Sell
11,709
-279
-2% -$6.4K ﹤0.01% 1501
2023
Q4
$291K Sell
11,988
-51
-0.4% -$1.24K ﹤0.01% 1413
2023
Q3
$241K Sell
12,039
-369
-3% -$7.4K ﹤0.01% 1480
2023
Q2
$257K Buy
+12,408
New +$257K ﹤0.01% 1464
2020
Q3
Sell
-89
Closed -$1K 602
2020
Q2
$1K Buy
+89
New +$1K ﹤0.01% 1912