SVB 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 | – | Sell |
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|
2025
Q1 | $2.87K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $328K | Sell |
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|
2019
Q3 | $491K | Sell |
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|
2019
Q2 | $603K | Sell |
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|
2019
Q1 | $541K | Buy |
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|
2018
Q4 | $530K | Sell |
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|
2018
Q3 | $1.08M | Sell |
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|
2018
Q2 | $1.09M | Sell |
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|
2018
Q1 | $1.04M | Buy |
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|
2017
Q4 | $895K | Buy |
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|
2017
Q3 | $911K | Buy |
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|
2017
Q2 | $794K | Buy |
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|
2017
Q1 | $716K | Buy |
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|
2016
Q4 | $673K | Buy |
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