Principal Financial Group’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 | $5.67M | Sell |
226,316
-619
| -0.3% | -$15.5K | ﹤0.01% | 1527 |
|
|
2025
Q1 | $5.92M | Buy |
226,935
+22,454
| +11% | +$586K | ﹤0.01% | 1509 |
|
|
2024
Q4 | $5.81M | Buy |
204,481
+5,500
| +3% | +$156K | ﹤0.01% | 1544 |
|
|
2024
Q3 | $5.36M | Sell |
198,981
-10,791
| -5% | -$291K | ﹤0.01% | 1552 |
|
|
2024
Q2 | $4.78M | Sell |
209,772
-12,020
| -5% | -$274K | ﹤0.01% | 1564 |
|
|
2024
Q1 | $5.08M | Sell |
221,792
-1,726
| -0.8% | -$39.6K | ﹤0.01% | 1560 |
|
|
2023
Q4 | $5.55M | Sell |
223,518
-14,130
| -6% | -$351K | ﹤0.01% | 1520 |
|
|
2023
Q3 | $4.76M | Sell |
237,648
-14,277
| -6% | -$286K | ﹤0.01% | 1556 |
|
|
2023
Q2 | $5.22M | Sell |
251,925
-16,146
| -6% | -$335K | ﹤0.01% | 1507 |
|
|
2023
Q1 | $6.72M | Sell |
268,071
-6,910
| -3% | -$173K | ﹤0.01% | 1427 |
|
|
2022
Q4 | $8.22M | Sell |
274,981
-7,177
| -3% | -$215K | 0.01% | 1344 |
|
|
2022
Q3 | $7.7M | Sell |
282,158
-10,099
| -3% | -$276K | 0.01% | 1322 |
|
|
2022
Q2 | $7.24M | Sell |
292,257
-29,238
| -9% | -$724K | 0.01% | 1417 |
|
|
2022
Q1 | $9.31M | Sell |
321,495
-2,712
| -0.8% | -$78.6K | 0.01% | 1411 |
|
|
2021
Q4 | $9.22M | Sell |
324,207
-79,765
| -20% | -$2.27M | 0.01% | 1442 |
|
|
2021
Q3 | $10.9M | Sell |
403,972
-20,358
| -5% | -$549K | 0.01% | 1364 |
|
|
2021
Q2 | $11.6M | Buy |
424,330
+4,194
| +1% | +$115K | 0.01% | 1351 |
|
|
2021
Q1 | $9.38M | Buy |
420,136
+6,404
| +2% | +$143K | 0.01% | 1422 |
|
|
2020
Q4 | $7.08M | Buy |
413,732
+2,206
| +0.5% | +$37.8K | 0.01% | 1415 |
|
|
2020
Q3 | $4.16M | Buy |
411,526
+62,268
| +18% | +$630K | ﹤0.01% | 1527 |
|
|
2020
Q2 | $3.85M | Buy |
349,258
+3,253
| +0.9% | +$35.9K | ﹤0.01% | 1537 |
|
|
2020
Q1 | $5.14M | Sell |
346,005
-13,392
| -4% | -$199K | 0.01% | 1262 |
|
|
2019
Q4 | $11.8M | Sell |
359,397
-103,037
| -22% | -$3.39M | 0.01% | 1157 |
|
|
2019
Q3 | $13.5M | Sell |
462,434
-71,000
| -13% | -$2.08M | 0.01% | 1037 |
|
|
2019
Q2 | $16.7M | Buy |
533,434
+60,426
| +13% | +$1.9M | 0.02% | 907 |
|
|
2019
Q1 | $12.9M | Sell |
473,008
-710
| -0.1% | -$19.3K | 0.01% | 1078 |
|
|
2018
Q4 | $12.8M | Sell |
473,718
-161,332
| -25% | -$4.35M | 0.01% | 1014 |
|
|
2018
Q3 | $25.8M | Buy |
635,050
+126,745
| +25% | +$5.16M | 0.02% | 691 |
|
|
2018
Q2 | $20.6M | Buy |
508,305
+134,628
| +36% | +$5.47M | 0.02% | 804 |
|
|
2018
Q1 | $14.2M | Buy |
373,677
+367,043
| +5,533% | +$13.9M | 0.01% | 1027 |
|
|
2017
Q4 | $243K | Buy |
6,634
+697
| +12% | +$25.5K | ﹤0.01% | 2094 |
|
|
2017
Q3 | $230K | Sell |
5,937
-979
| -14% | -$37.9K | ﹤0.01% | 2079 |
|
|
2017
Q2 | $243K | Sell |
6,916
-57
| -0.8% | -$2K | ﹤0.01% | 2096 |
|
|
2017
Q1 | $251K | Sell |
6,973
-661
| -9% | -$23.8K | ﹤0.01% | 2050 |
|
|
2016
Q4 | $281K | Sell |
7,634
-81
| -1% | -$2.98K | ﹤0.01% | 2027 |
|
|
2016
Q3 | $214K | Sell |
7,715
-179,288
| -96% | -$4.97M | ﹤0.01% | 2029 |
|
|
2016
Q2 | $5.03M | Sell |
187,003
-8,640
| -4% | -$233K | 0.01% | 1426 |
|
|
2016
Q1 | $5.26M | Buy |
195,643
+569
| +0.3% | +$15.3K | 0.01% | 1371 |
|
|
2015
Q4 | $5.68M | Buy |
195,074
+43
| +0% | +$1.25K | 0.01% | 1302 |
|
|
2015
Q3 | $5.37M | Buy |
195,031
+21,638
| +12% | +$596K | 0.01% | 1317 |
|
|
2015
Q2 | $4.94M | Buy |
+173,393
| New | +$4.94M | 0.01% | 1414 |
|
|
2013
Q3 | – | Sell |
-7,501
| Closed | -$208K | – | 2267 |
|
|
2013
Q2 | $208K | Buy |
+7,501
| New | +$208K | ﹤0.01% | 2070 |
|