Strategic Financial Services’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 | – | Sell |
-4,777
| Closed | -$205K | – | 141 |
|
|
2025
Q1 | $205K | Hold |
4,777
| – | – | 0.01% | 131 |
|
|
2024
Q4 | $228K | Hold |
4,777
| – | – | 0.01% | 123 |
|
|
2024
Q3 | $211K | Buy |
+4,777
| New | +$211K | 0.01% | 138 |
|
|
2024
Q1 | – | Sell |
-5,097
| Closed | -$214K | – | 129 |
|
|
2023
Q4 | $214K | Sell |
5,097
-2,177
| -30% | -$91.2K | 0.02% | 125 |
|
|
2023
Q3 | $231K | Hold |
7,274
| – | – | 0.02% | 112 |
|
|
2023
Q2 | $267K | Hold |
7,274
| – | – | 0.02% | 114 |
|
|
2023
Q1 | $245K | Hold |
7,274
| – | – | 0.02% | 111 |
|
|
2022
Q4 | $316K | Hold |
7,274
| – | – | 0.03% | 106 |
|
|
2022
Q3 | $276K | Hold |
7,274
| – | – | 0.02% | 109 |
|
|
2022
Q2 | $273K | Sell |
7,274
-37
| -0.5% | -$1.39K | 0.02% | 113 |
|
|
2022
Q1 | $264K | Buy |
7,311
+287
| +4% | +$10.4K | 0.02% | 121 |
|
|
2021
Q4 | $271K | Buy |
7,024
+250
| +4% | +$9.65K | 0.02% | 118 |
|
|
2021
Q3 | $245K | Hold |
6,774
| – | – | 0.02% | 117 |
|
|
2021
Q2 | $244K | Hold |
6,774
| – | – | 0.02% | 129 |
|
|
2021
Q1 | $270K | Hold |
6,774
| – | – | 0.02% | 120 |
|
|
2020
Q4 | $217K | Buy |
+6,774
| New | +$217K | 0.02% | 128 |
|
|
2020
Q3 | – | Sell |
-15,440
| Closed | -$475K | – | 130 |
|
|
2020
Q2 | $475K | Buy |
15,440
+320
| +2% | +$9.85K | 0.05% | 91 |
|
|
2020
Q1 | $490K | Hold |
15,120
| – | – | 0.07% | 83 |
|
|
2019
Q4 | $613K | Hold |
15,120
| – | – | 0.07% | 95 |
|
|
2019
Q3 | $553K | Sell |
15,120
-200
| -1% | -$7.32K | 0.07% | 99 |
|
|
2019
Q2 | $575K | Hold |
15,320
| – | – | 0.08% | 98 |
|
|
2019
Q1 | $552K | Hold |
15,320
| – | – | 0.08% | 99 |
|
|
2018
Q4 | $530K | Buy |
+15,320
| New | +$530K | 0.08% | 100 |
|