Shell Asset Management’s Beacon Financial Corp BBT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $75K | Sell |
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2025
Q1 | $87K | Sell |
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2024
Q4 | $99K | Hold |
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2024
Q3 | $94K | Buy |
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2024
Q1 | $84K | Sell |
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2023
Q4 | $102K | Sell |
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2023
Q3 | $107K | Sell |
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2023
Q2 | $112K | Sell |
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2023
Q1 | $137K | Sell |
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2022
Q4 | $164K | Sell |
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2022
Q3 | $182K | Sell |
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2022
Q2 | $208K | Buy |
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2022
Q1 | $243K | Sell |
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2021
Q4 | $274K | Buy |
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2021
Q3 | $258K | Sell |
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2021
Q2 | $274K | Buy |
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2021
Q1 | $55K | Hold |
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2020
Q4 | $42K | Hold |
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2020
Q3 | $25K | Hold |
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2020
Q2 | $27K | Buy |
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2018
Q1 | – | Sell |
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2017
Q4 | $963K | Hold |
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2017
Q3 | $1.02M | Sell |
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2017
Q2 | $950K | Hold |
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2017
Q1 | $974K | Sell |
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2016
Q4 | $1.06M | Buy |
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