Rothschild Investment LLC’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 | $1.88K | Sell |
75
-20
| -21% | -$501 | ﹤0.01% | 2125 |
|
|
2025
Q1 | $2.48K | Buy |
95
+25
| +36% | +$652 | ﹤0.01% | 1763 |
|
|
2024
Q4 | $1.99K | Buy |
70
+10
| +17% | +$284 | ﹤0.01% | 1806 |
|
|
2024
Q3 | $1.62K | Buy |
60
+40
| +200% | +$1.08K | ﹤0.01% | 1844 |
|
|
2024
Q2 | $456 | Buy |
20
+15
| +300% | +$342 | ﹤0.01% | 2077 |
|
|
2024
Q1 | $115 | Buy |
+5
| New | +$115 | ﹤0.01% | 2135 |
|