Plante Moran Financial 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 | $124K | Hold |
2,991
| – | – | 0.01% | 212 |
|
|
2025
Q1 | $128K | Hold |
2,991
| – | – | 0.01% | 214 |
|
|
2024
Q4 | $143K | Hold |
2,991
| – | – | 0.01% | 211 |
|
|
2024
Q3 | $132K | Hold |
2,991
| – | – | 0.01% | 234 |
|
|
2024
Q2 | $115K | Hold |
2,991
| – | – | 0.01% | 227 |
|
|
2024
Q1 | $110K | Hold |
2,991
| – | – | 0.01% | 234 |
|
|
2023
Q4 | $125K | Hold |
2,991
| – | – | 0.01% | 224 |
|
|
2023
Q3 | $94.8K | Buy |
+2,991
| New | +$94.8K | 0.01% | 232 |
|