Whittier Trust’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 | $18.2K | Hold |
728
| – | – | ﹤0.01% | 1124 |
|
|
2025
Q1 | $19K | Hold |
728
| – | – | ﹤0.01% | 1112 |
|
|
2024
Q4 | $20.7K | Hold |
728
| – | – | ﹤0.01% | 1096 |
|
|
2024
Q3 | $19.6K | Hold |
728
| – | – | ﹤0.01% | 1110 |
|
|
2024
Q2 | $16.6K | Buy |
728
+145
| +25% | +$3.3K | ﹤0.01% | 1135 |
|
|
2024
Q1 | $13.4K | Hold |
583
| – | – | ﹤0.01% | 1220 |
|
|
2023
Q4 | $14.5K | Hold |
583
| – | – | ﹤0.01% | 1169 |
|
|
2023
Q3 | $11.7K | Hold |
583
| – | – | ﹤0.01% | 1229 |
|
|
2023
Q2 | $12.1K | Hold |
583
| – | – | ﹤0.01% | 1235 |
|
|
2023
Q1 | $14.6K | Hold |
583
| – | – | ﹤0.01% | 1216 |
|
|
2022
Q4 | $17.4K | Hold |
583
| – | – | ﹤0.01% | 1178 |
|
|
2022
Q3 | $16K | Hold |
583
| – | – | ﹤0.01% | 1240 |
|
|
2022
Q2 | $14K | Hold |
583
| – | – | ﹤0.01% | 1243 |
|
|
2022
Q1 | $17K | Hold |
583
| – | – | ﹤0.01% | 1234 |
|
|
2021
Q4 | $17K | Buy |
+583
| New | +$17K | ﹤0.01% | 1219 |
|