Wells Fargo’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 | $1.78M | Buy |
70,900
+41,335
| +140% | +$1.04M | ﹤0.01% | 2988 |
|
|
2025
Q1 | $771K | Buy |
29,565
+1,363
| +5% | +$35.6K | ﹤0.01% | 3409 |
|
|
2024
Q4 | $802K | Buy |
28,202
+2,242
| +9% | +$63.7K | ﹤0.01% | 3419 |
|
|
2024
Q3 | $699K | Buy |
25,960
+2,238
| +9% | +$60.3K | ﹤0.01% | 3429 |
|
|
2024
Q2 | $541K | Buy |
23,722
+7,491
| +46% | +$171K | ﹤0.01% | 3525 |
|
|
2024
Q1 | $372K | Buy |
16,231
+1,674
| +11% | +$38.4K | ﹤0.01% | 3730 |
|
|
2023
Q4 | $361K | Buy |
14,557
+1,051
| +8% | +$26.1K | ﹤0.01% | 3725 |
|
|
2023
Q3 | $271K | Sell |
13,506
-8,728
| -39% | -$175K | ﹤0.01% | 3873 |
|
|
2023
Q2 | $461K | Buy |
22,234
+5,609
| +34% | +$116K | ﹤0.01% | 3800 |
|
|
2023
Q1 | $417K | Buy |
16,625
+7,239
| +77% | +$181K | ﹤0.01% | 3728 |
|
|
2022
Q4 | $281K | Sell |
9,386
-1,491
| -14% | -$44.6K | ﹤0.01% | 3745 |
|
|
2022
Q3 | $297K | Sell |
10,877
-1,898
| -15% | -$51.8K | ﹤0.01% | 3753 |
|
|
2022
Q2 | $316K | Sell |
12,775
-34,633
| -73% | -$857K | ﹤0.01% | 3791 |
|
|
2022
Q1 | $1.37M | Sell |
47,408
-17,232
| -27% | -$499K | ﹤0.01% | 3410 |
|
|
2021
Q4 | $1.84M | Buy |
64,640
+60,025
| +1,301% | +$1.71M | ﹤0.01% | 3368 |
|
|
2021
Q3 | $124K | Sell |
4,615
-3,270
| -41% | -$87.9K | ﹤0.01% | 5001 |
|
|
2021
Q2 | $216K | Sell |
7,885
-13,901
| -64% | -$381K | ﹤0.01% | 4699 |
|
|
2021
Q1 | $486K | Sell |
21,786
-57,385
| -72% | -$1.28M | ﹤0.01% | 4405 |
|
|
2020
Q4 | $1.36M | Sell |
79,171
-34,021
| -30% | -$582K | ﹤0.01% | 3737 |
|
|
2020
Q3 | $1.15M | Sell |
113,192
-18,243
| -14% | -$185K | ﹤0.01% | 3671 |
|
|
2020
Q2 | $1.45M | Buy |
131,435
+21,906
| +20% | +$242K | ﹤0.01% | 3465 |
|
|
2020
Q1 | $1.63M | Sell |
109,529
-10,498
| -9% | -$156K | ﹤0.01% | 3107 |
|
|
2019
Q4 | $3.95M | Sell |
120,027
-18,344
| -13% | -$603K | ﹤0.01% | 2757 |
|
|
2019
Q3 | $4.05M | Buy |
138,371
+1,091
| +0.8% | +$32K | ﹤0.01% | 2706 |
|
|
2019
Q2 | $4.31M | Buy |
137,280
+31,684
| +30% | +$995K | ﹤0.01% | 2685 |
|
|
2019
Q1 | $2.88M | Sell |
105,596
-108,917
| -51% | -$2.97M | ﹤0.01% | 3031 |
|
|
2018
Q4 | $5.79M | Buy |
214,513
+6,122
| +3% | +$165K | ﹤0.01% | 2282 |
|
|
2018
Q3 | $8.48M | Sell |
208,391
-20,039
| -9% | -$816K | ﹤0.01% | 2188 |
|
|
2018
Q2 | $9.28M | Buy |
228,430
+30,661
| +16% | +$1.24M | ﹤0.01% | 2121 |
|
|
2018
Q1 | $7.51M | Buy |
197,769
+19,120
| +11% | +$726K | ﹤0.01% | 2251 |
|
|
2017
Q4 | $6.54M | Buy |
178,649
+40,967
| +30% | +$1.5M | ﹤0.01% | 2324 |
|
|
2017
Q3 | $5.34M | Buy |
137,682
+23,143
| +20% | +$897K | ﹤0.01% | 2450 |
|
|
2017
Q2 | $4.03M | Buy |
114,539
+32,394
| +39% | +$1.14M | ﹤0.01% | 2590 |
|
|
2017
Q1 | $2.96M | Buy |
82,145
+43,960
| +115% | +$1.59M | ﹤0.01% | 2818 |
|
|
2016
Q4 | $1.41M | Buy |
38,185
+9,003
| +31% | +$332K | ﹤0.01% | 3375 |
|
|
2016
Q3 | $808K | Sell |
29,182
-14,083
| -33% | -$390K | ﹤0.01% | 3556 |
|
|
2016
Q2 | $1.16M | Sell |
43,265
-2,080
| -5% | -$56K | ﹤0.01% | 3331 |
|
|
2016
Q1 | $1.22M | Buy |
45,345
+3,486
| +8% | +$93.8K | ﹤0.01% | 3227 |
|
|
2015
Q4 | $1.22M | Buy |
41,859
+26,340
| +170% | +$767K | ﹤0.01% | 3292 |
|
|
2015
Q3 | $427K | Sell |
15,519
-29,811
| -66% | -$820K | ﹤0.01% | 3922 |
|
|
2015
Q2 | $1.29M | Sell |
45,330
-10,354
| -19% | -$295K | ﹤0.01% | 3370 |
|
|
2015
Q1 | $1.54M | Sell |
55,684
-3,161
| -5% | -$87.5K | ﹤0.01% | 3181 |
|
|
2014
Q4 | $1.57M | Buy |
58,845
+56,307
| +2,219% | +$1.5M | ﹤0.01% | 3150 |
|
|
2014
Q3 | $60K | Sell |
2,538
-911
| -26% | -$21.5K | ﹤0.01% | 4735 |
|
|
2014
Q2 | $80K | Buy |
3,449
+1,421
| +70% | +$33K | ﹤0.01% | 4658 |
|
|
2014
Q1 | $53K | Sell |
2,028
-435
| -18% | -$11.4K | ﹤0.01% | 4797 |
|
|
2013
Q4 | $67K | Buy |
2,463
+435
| +21% | +$11.8K | ﹤0.01% | 4578 |
|
|
2013
Q3 | $50K | Buy |
2,028
+649
| +47% | +$16K | ﹤0.01% | 4611 |
|
|
2013
Q2 | $38K | Buy |
+1,379
| New | +$38K | ﹤0.01% | 4615 |
|