Abound Wealth Management’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

Abound Wealth Management’s Portfolio HASI Stock Details HASI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.08K	Hold	79	–	–	﹤0.01%	683
2026 Q1	$2.9K	Hold	79	–	–	﹤0.01%	840
2025 Q4	$2.48K	Buy	79 +1	+1%	+$31	﹤0.01%	810
2025 Q3	$2.4K	Buy	78 +72	+1,200%	+$1.99K	﹤0.01%	784
2025 Q2	$162	Sell	6 -2	-25%	-$52	﹤0.01%	1118
2025 Q1	$234	Sell	8 -2	-20%	-$57	﹤0.01%	935
2024 Q4	$269	Buy	10 +2	+25%	+$63	﹤0.01%	931
2024 Q3	$276	Sell	8 -2	-20%	-$64	﹤0.01%	998
2024 Q2	$296	Hold	10	–	–	﹤0.01%	986
2024 Q1	$284	Hold	10	–	–	﹤0.01%	1160
2023 Q4	$276	Buy	+10	New	+$218	﹤0.01%	1199

Other funds holding HASI

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Pine Haven Investment Counsel Fairhaven, Massachusetts $149M AUM 23.2% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return