Rockefeller Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15
| Closed | – | – | 2176 |
|
|
2022
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 3858 |
|
|
2022
Q3 | $0 | Buy |
+15
| New | – | ﹤0.01% | 3889 |
|
|
2019
Q2 | – | Sell |
-253
| Closed | -$7K | – | 1672 |
|
|
2019
Q1 | $7K | Hold |
253
| – | – | ﹤0.01% | 1557 |
|
|
2018
Q4 | $7K | Hold |
253
| – | – | ﹤0.01% | 751 |
|
|
2018
Q3 | $10K | Hold |
253
| – | – | ﹤0.01% | 575 |
|
|
2018
Q2 | $10K | Buy |
+253
| New | +$10K | ﹤0.01% | 597 |
|