Zurich Cantonal Bank’s Beacon Financial Corp BBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $588K | Hold |
19,591
| – | – | ﹤0.01% | 1756 |
|
|
2025
Q4 | $517K | Buy |
19,591
+2,700
| +16% | +$68.4K | ﹤0.01% | 1764 |
|
|
2025
Q3 | $400K | Buy |
16,891
+1,975
| +13% | +$50.6K | ﹤0.01% | 1859 |
|
|
2025
Q2 | $373K | Sell |
14,916
-9,410
| -39% | -$234K | ﹤0.01% | 1840 |
|
|
2025
Q1 | $635K | Buy |
24,326
+10,903
| +81% | +$305K | ﹤0.01% | 1445 |
|
|
2024
Q4 | $382K | Hold |
13,423
| – | – | ﹤0.01% | 1788 |
|
|
2024
Q3 | $361K | Buy |
13,423
+1,565
| +13% | +$40.9K | ﹤0.01% | 1757 |
|
|
2024
Q2 | $270K | Buy |
11,858
+3,789
| +47% | +$83.2K | ﹤0.01% | 1890 |
|
|
2024
Q1 | $185K | Sell |
8,069
-3,898
| -33% | -$89.2K | ﹤0.01% | 2090 |
|
|
2023
Q4 | $297K | Buy |
11,967
+4,287
| +56% | +$92.4K | ﹤0.01% | 1843 |
|
|
2023
Q3 | $154K | Hold |
7,680
| – | – | ﹤0.01% | 2132 |
|
|
2023
Q2 | $159K | Hold |
7,680
| – | – | ﹤0.01% | 2073 |
|
|
2023
Q1 | $192K | Buy |
7,680
+1,741
| +29% | +$49.7K | ﹤0.01% | 1882 |
|
|
2022
Q4 | $178K | Sell |
5,939
-565
| -9% | -$16.6K | ﹤0.01% | 1888 |
|
|
2022
Q3 | $178K | Hold |
6,504
| – | – | ﹤0.01% | 1823 |
|
|
2022
Q2 | $161K | Sell |
6,504
-15
| -0.2% | -$389 | ﹤0.01% | 1927 |
|
|
2022
Q1 | $189K | Buy |
6,519
+15
| +0.2% | +$451 | ﹤0.01% | 1923 |
|
|
2021
Q4 | $185K | Hold |
6,504
| – | – | ﹤0.01% | 2117 |
|
|
2021
Q3 | $175K | Hold |
6,504
| – | – | ﹤0.01% | 2006 |
|
|
2021
Q2 | $178K | Hold |
6,504
| – | – | ﹤0.01% | 1879 |
|
|
2021
Q1 | $145K | Hold |
6,504
| – | – | ﹤0.01% | 1964 |
|
|
2020
Q4 | $111K | Buy |
6,504
+2,433
| +60% | +$36.3K | ﹤0.01% | 2166 |
|
|
2020
Q3 | $41K | Hold |
4,071
| – | – | ﹤0.01% | 2307 |
|
|
2020
Q2 | $45K | Hold |
4,071
| – | – | ﹤0.01% | 2240 |
|
|
2020
Q1 | $60K | Buy |
4,071
+1,193
| +41% | +$30.1K | ﹤0.01% | 1858 |
|
|
2019
Q4 | $95K | Hold |
2,878
| – | – | ﹤0.01% | 1745 |
|
|
2019
Q3 | $84K | Buy |
2,878
+629
| +28% | +$19.1K | ﹤0.01% | 1708 |
|
|
2019
Q2 | $71K | Hold |
2,249
| – | – | ﹤0.01% | 1836 |
|
|
2019
Q1 | $61K | Sell |
2,249
-482
| -18% | -$14K | ﹤0.01% | 1880 |
|
|
2018
Q4 | $74K | Buy |
2,731
+527
| +24% | +$17.7K | ﹤0.01% | 1780 |
|
|
2018
Q3 | $90K | Hold |
2,204
| – | – | ﹤0.01% | 1773 |
|
|
2018
Q2 | $89K | Sell |
2,204
-389
| -15% | -$15.4K | ﹤0.01% | 1710 |
|
|
2018
Q1 | $98K | Sell |
2,593
-1,421
| -35% | -$54K | ﹤0.01% | 1605 |
|
|
2017
Q4 | $147K | Buy |
4,014
+564
| +16% | +$21.5K | ﹤0.01% | 1365 |
|
|
2017
Q3 | $134K | Hold |
3,450
| – | – | ﹤0.01% | 1221 |
|
|
2017
Q2 | $121K | Buy |
3,450
+2,500
| +263% | +$90K | ﹤0.01% | 1244 |
|
|
2017
Q1 | $34K | Hold |
950
| – | – | ﹤0.01% | 2012 |
|
|
2016
Q4 | $35K | Hold |
950
| – | – | ﹤0.01% | 1938 |
|
|
2016
Q3 | $26K | Buy |
950
+223
| +31% | +$6.09K | ﹤0.01% | 2115 |
|
|
2016
Q2 | $20K | Hold |
727
| – | – | ﹤0.01% | 2095 |
|
|
2016
Q1 | $20K | Hold |
727
| – | – | ﹤0.01% | 2044 |
|
|
2015
Q4 | $21K | Buy |
727
+354
| +95% | +$10.3K | ﹤0.01% | 2016 |
|
|
2015
Q3 | $10K | Buy |
373
+172
| +86% | +$4.87K | ﹤0.01% | 1986 |
|
|
2015
Q2 | $6K | Hold |
201
| – | – | ﹤0.01% | 1726 |
|
|
2015
Q1 | $6K | Buy |
+201
| New | +$5.26K | ﹤0.01% | 1702 |
|
Other funds holding BBT
VPM
VCM
ACL
HAM
