AR
HBOS
Advisory Research’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-83,000
| Closed | -$1.65M | – | 349 |
|
|
2014
Q2 | $1.65M | Sell |
83,000
-410
| -0.5% | -$8.13K | 0.02% | 220 |
|
|
2014
Q1 | $1.64M | Sell |
83,410
-38,503
| -32% | -$757K | 0.02% | 198 |
|
|
2013
Q4 | $2.35M | Sell |
121,913
-29,390
| -19% | -$566K | 0.02% | 187 |
|
|
2013
Q3 | $2.64M | Hold |
151,303
| – | – | 0.03% | 192 |
|
|
2013
Q2 | $2.23M | Buy |
+151,303
| New | +$2.23M | 0.03% | 193 |
|