SlateStone Wealth’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 | $285K | Hold |
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|
2025
Q1 | $297K | Hold |
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|
2024
Q4 | $323K | Hold |
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|
2024
Q3 | $306K | Hold |
|
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|
2024
Q2 | $259K | Hold |
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|
2024
Q1 | $261K | Hold |
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|
2023
Q4 | $282K | Hold |
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|
2023
Q3 | $228K | Hold |
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|
2023
Q2 | $236K | Hold |
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|
2023
Q1 | $285K | Hold |
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|
2022
Q4 | $340K | Hold |
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|
2022
Q3 | $310K | Sell |
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|
2022
Q2 | $302K | Hold |
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|
2022
Q1 | $353K | Hold |
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|
2021
Q4 | $346K | Buy |
|