Spire Wealth Management’s NBT Bancorp NBTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.44K | Buy |
203
+1
| +0.5% | +$42 | ﹤0.01% | 1775 |
|
|
2025
Q1 | $8.65K | Buy |
202
+2
| +1% | +$86 | ﹤0.01% | 1878 |
|
|
2024
Q4 | $9.55K | Hold |
200
| – | – | ﹤0.01% | 1844 |
|
|
2024
Q3 | $8.85K | Hold |
200
| – | – | ﹤0.01% | 1669 |
|
|
2024
Q2 | $7.72K | Hold |
200
| – | – | ﹤0.01% | 1713 |
|
|
2024
Q1 | $7.34K | Hold |
200
| – | – | ﹤0.01% | 1812 |
|
|
2023
Q4 | $7.9K | Hold |
200
| – | – | ﹤0.01% | 1820 |
|
|
2023
Q3 | $6.34K | Hold |
200
| – | – | ﹤0.01% | 1868 |
|
|
2023
Q2 | $6.37K | Hold |
200
| – | – | ﹤0.01% | 1941 |
|
|
2023
Q1 | $6.74K | Buy |
+200
| New | +$6.74K | ﹤0.01% | 1966 |
|
|
2022
Q3 | – | Sell |
-200
| Closed | -$8K | – | 2459 |
|
|
2022
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 1996 |
|
|
2022
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 2155 |
|
|
2021
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 2453 |
|
|
2021
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 2202 |
|
|
2021
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 2240 |
|
|
2021
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 2482 |
|