United Capital Financial Advisors’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 | $509K | Buy |
+12,239
| New | +$509K | ﹤0.01% | 766 |
|
|
2024
Q4 | – | Sell |
-23,157
| Closed | -$1.02M | – | 1080 |
|
|
2024
Q3 | $1.02M | Sell |
23,157
-18
| -0.1% | -$796 | 0.01% | 536 |
|
|
2024
Q2 | $895K | Buy |
+23,175
| New | +$895K | 0.01% | 548 |
|
|
2023
Q2 | – | Sell |
-24,839
| Closed | -$837K | – | 942 |
|
|
2023
Q1 | $837K | Sell |
24,839
-6
| -0% | -$202 | ﹤0.01% | 622 |
|
|
2022
Q4 | $1.08M | Sell |
24,845
-69
| -0.3% | -$3K | 0.01% | 592 |
|
|
2022
Q3 | $945K | Buy |
24,914
+49
| +0.2% | +$1.86K | 0.01% | 623 |
|
|
2022
Q2 | $935K | Buy |
24,865
+26
| +0.1% | +$978 | 0.01% | 644 |
|
|
2022
Q1 | $897K | Hold |
24,839
| – | – | ﹤0.01% | 684 |
|
|
2021
Q4 | $957K | Sell |
24,839
-2,185
| -8% | -$84.2K | ﹤0.01% | 689 |
|
|
2021
Q3 | $976K | Sell |
27,024
-3,000
| -10% | -$108K | ﹤0.01% | 683 |
|
|
2021
Q2 | $1.08M | Hold |
30,024
| – | – | 0.01% | 669 |
|
|
2021
Q1 | $1.2M | Sell |
30,024
-1,000
| -3% | -$39.9K | 0.01% | 617 |
|
|
2020
Q4 | $996K | Sell |
31,024
-3,566
| -10% | -$114K | 0.01% | 670 |
|
|
2020
Q3 | $928K | Sell |
34,590
-699
| -2% | -$18.8K | 0.01% | 683 |
|
|
2020
Q2 | $1.09M | Hold |
35,289
| – | – | 0.01% | 640 |
|
|
2020
Q1 | $1.02M | Hold |
35,289
| – | – | 0.01% | 623 |
|
|
2019
Q4 | $1.43M | Sell |
35,289
-2,639
| -7% | -$107K | 0.01% | 673 |
|
|
2019
Q3 | $1.39M | Sell |
37,928
-4,700
| -11% | -$172K | 0.01% | 652 |
|
|
2019
Q2 | $1.6M | Sell |
42,628
-1,000
| -2% | -$37.5K | 0.01% | 674 |
|
|
2019
Q1 | $1.57M | Buy |
43,628
+1,000
| +2% | +$36K | 0.01% | 649 |
|
|
2018
Q4 | $1.48M | Buy |
+42,628
| New | +$1.48M | 0.01% | 627 |
|
|
2018
Q1 | – | Sell |
-50,799
| Closed | -$1.87M | – | 1342 |
|
|
2017
Q4 | $1.87M | Hold |
50,799
| – | – | 0.01% | 607 |
|
|
2017
Q3 | $1.87M | Buy |
50,799
+8,196
| +19% | +$302K | 0.02% | 595 |
|
|
2017
Q2 | $1.57M | Sell |
42,603
-2
| -0% | -$74 | 0.01% | 637 |
|
|
2017
Q1 | $1.58M | Hold |
42,605
| – | – | 0.01% | 620 |
|
|
2016
Q4 | $1.78M | Sell |
42,605
-5,998
| -12% | -$251K | 0.02% | 589 |
|
|
2016
Q3 | $1.6M | Sell |
48,603
-4,000
| -8% | -$132K | 0.02% | 646 |
|
|
2016
Q2 | $1.53M | Buy |
52,603
+4,984
| +10% | +$144K | 0.02% | 621 |
|
|
2016
Q1 | $1.28M | Hold |
47,619
| – | – | 0.01% | 640 |
|
|
2015
Q4 | $1.33M | Hold |
47,619
| – | – | 0.02% | 628 |
|
|
2015
Q3 | $1.28M | Hold |
47,619
| – | – | 0.02% | 629 |
|
|
2015
Q2 | $1.25M | Buy |
47,619
+7,730
| +19% | +$202K | 0.01% | 687 |
|
|
2015
Q1 | $963K | Hold |
39,889
| – | – | 0.01% | 728 |
|
|
2014
Q4 | $1.05M | Hold |
39,889
| – | – | 0.02% | 638 |
|
|
2014
Q3 | $1.01M | Hold |
39,889
| – | – | 0.02% | 601 |
|
|
2014
Q2 | $958K | Buy |
39,889
+7,467
| +23% | +$179K | 0.02% | 572 |
|
|
2014
Q1 | $793K | Hold |
32,422
| – | – | 0.02% | 531 |
|
|
2013
Q4 | $840K | Buy |
+32,422
| New | +$840K | 0.03% | 355 |
|