Stone House Investment 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 | $215K | Buy |
5,164
+3,113
| +152% | +$129K | 0.04% | 64 |
|
|
2025
Q1 | $88K | Buy |
+2,051
| New | +$88K | 0.02% | 103 |
|
|
2024
Q4 | – | Sell |
-2,051
| Closed | -$90.7K | – | 248 |
|
|
2024
Q3 | $90.7K | Hold |
2,051
| – | – | 0.02% | 84 |
|
|
2024
Q2 | $79.2K | Hold |
2,051
| – | – | 0.02% | 91 |
|
|
2024
Q1 | $75.2K | Hold |
2,051
| – | – | 0.02% | 97 |
|
|
2023
Q4 | $86K | Hold |
2,051
| – | – | 0.03% | 66 |
|
|
2023
Q3 | $65K | Hold |
2,051
| – | – | 0.02% | 72 |
|
|
2023
Q2 | $65.3K | Hold |
2,051
| – | – | 0.02% | 75 |
|
|
2023
Q1 | $69.1K | Buy |
+2,051
| New | +$69.1K | 0.02% | 79 |
|
|
2019
Q2 | – | Sell |
-2,051
| Closed | -$74K | – | 144 |
|
|
2019
Q1 | $74K | Buy |
+2,051
| New | +$74K | 0.04% | 72 |
|