SVB Wealth’s Beacon Financial Corporation BBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-110
| Closed | -$2.87K | – | 638 |
|
|
2025
Q1 | $2.87K | Buy |
+110
| New | +$2.87K | ﹤0.01% | 1149 |
|
|
2020
Q1 | – | Sell |
-9,988
| Closed | -$328K | – | 602 |
|
|
2019
Q4 | $328K | Sell |
9,988
-6,759
| -40% | -$222K | 0.01% | 484 |
|
|
2019
Q3 | $491K | Sell |
16,747
-2,465
| -13% | -$72.3K | 0.01% | 378 |
|
|
2019
Q2 | $603K | Sell |
19,212
-650
| -3% | -$20.4K | 0.02% | 356 |
|
|
2019
Q1 | $541K | Buy |
19,862
+216
| +1% | +$5.88K | 0.02% | 293 |
|
|
2018
Q4 | $530K | Sell |
19,646
-6,871
| -26% | -$185K | 0.02% | 282 |
|
|
2018
Q3 | $1.08M | Sell |
26,517
-399
| -1% | -$16.2K | 0.04% | 242 |
|
|
2018
Q2 | $1.09M | Sell |
26,916
-441
| -2% | -$17.9K | 0.04% | 238 |
|
|
2018
Q1 | $1.04M | Buy |
27,357
+2,890
| +12% | +$110K | 0.04% | 256 |
|
|
2017
Q4 | $895K | Buy |
24,467
+957
| +4% | +$35K | 0.03% | 276 |
|
|
2017
Q3 | $911K | Buy |
23,510
+932
| +4% | +$36.1K | 0.04% | 267 |
|
|
2017
Q2 | $794K | Buy |
22,578
+2,728
| +14% | +$95.9K | 0.03% | 294 |
|
|
2017
Q1 | $716K | Buy |
19,850
+1,586
| +9% | +$57.2K | 0.03% | 299 |
|
|
2016
Q4 | $673K | Buy |
+18,264
| New | +$673K | 0.03% | 305 |
|