Pathstone Holdings’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
Q1 | – | Sell |
-8,259
| Closed | -$235K | – | 2230 |
|
|
2024
Q4 | $235K | Sell |
8,259
-2,490
| -23% | -$70.8K | ﹤0.01% | 2091 |
|
|
2024
Q3 | $290K | Hold |
10,749
| – | – | ﹤0.01% | 1986 |
|
|
2024
Q2 | $245K | Buy |
10,749
+1,303
| +14% | +$29.7K | ﹤0.01% | 2041 |
|
|
2024
Q1 | $217K | Buy |
9,446
+703
| +8% | +$16.1K | ﹤0.01% | 2095 |
|
|
2023
Q4 | $217K | Buy |
+8,743
| New | +$217K | ﹤0.01% | 2022 |
|