TD Private Client Wealth’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 | $36K | Hold |
867
| – | – | ﹤0.01% | 894 |
|
|
2025
Q1 | $37.2K | Buy |
867
+294
| +51% | +$12.6K | ﹤0.01% | 852 |
|
|
2024
Q4 | $27.4K | Buy |
573
+89
| +18% | +$4.25K | ﹤0.01% | 931 |
|
|
2024
Q3 | $21.4K | Hold |
484
| – | – | ﹤0.01% | 960 |
|
|
2024
Q2 | $18.7K | Hold |
484
| – | – | ﹤0.01% | 961 |
|
|
2024
Q1 | $17.8K | Sell |
484
-296
| -38% | -$10.9K | ﹤0.01% | 962 |
|
|
2023
Q4 | $32.7K | Buy |
780
+207
| +36% | +$8.68K | ﹤0.01% | 888 |
|
|
2023
Q3 | $18.2K | Buy |
573
+226
| +65% | +$7.16K | ﹤0.01% | 950 |
|
|
2023
Q2 | $11.1K | Buy |
+347
| New | +$11.1K | ﹤0.01% | 1030 |
|