TD Private Client 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 | $30.3K | Hold |
1,212
| – | – | ﹤0.01% | 926 |
|
|
2025
Q1 | $31.6K | Buy |
1,212
+362
| +43% | +$9.45K | ﹤0.01% | 878 |
|
|
2024
Q4 | $24.2K | Buy |
850
+57
| +7% | +$1.62K | ﹤0.01% | 949 |
|
|
2024
Q3 | $21.4K | Hold |
793
| – | – | ﹤0.01% | 961 |
|
|
2024
Q2 | $18.1K | Sell |
793
-415
| -34% | -$9.46K | ﹤0.01% | 964 |
|
|
2024
Q1 | $27.7K | Buy |
1,208
+456
| +61% | +$10.5K | ﹤0.01% | 901 |
|
|
2023
Q4 | $18.7K | Hold |
752
| – | – | ﹤0.01% | 961 |
|
|
2023
Q3 | $15.1K | Hold |
752
| – | – | ﹤0.01% | 973 |
|
|
2023
Q2 | $15.6K | Buy |
752
+329
| +78% | +$6.82K | ﹤0.01% | 983 |
|
|
2023
Q1 | $10.6K | Buy |
+423
| New | +$10.6K | ﹤0.01% | 1024 |
|