AE Wealth Management’s HNI Corp HNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,776
| Closed | -$363K | – | 1515 |
|
|
2023
Q4 | $363K | Buy |
8,776
+162
| +2% | +$6.7K | ﹤0.01% | 1608 |
|
|
2023
Q3 | $298K | Hold |
8,614
| – | – | ﹤0.01% | 1612 |
|
|
2023
Q2 | $243K | Buy |
8,614
+87
| +1% | +$2.45K | ﹤0.01% | 1676 |
|
|
2023
Q1 | $237K | Buy |
8,527
+89
| +1% | +$2.48K | ﹤0.01% | 1654 |
|
|
2022
Q4 | $240K | Buy |
8,438
+79
| +0.9% | +$2.25K | ﹤0.01% | 1596 |
|
|
2022
Q3 | $222K | Buy |
8,359
+75
| +0.9% | +$1.99K | ﹤0.01% | 1578 |
|
|
2022
Q2 | $287K | Buy |
8,284
+59
| +0.7% | +$2.04K | ﹤0.01% | 1450 |
|
|
2022
Q1 | $305K | Buy |
8,225
+1,148
| +16% | +$42.6K | ﹤0.01% | 1414 |
|
|
2021
Q4 | $298K | Buy |
7,077
+54
| +0.8% | +$2.27K | ﹤0.01% | 1450 |
|
|
2021
Q3 | $258K | Buy |
7,023
+57
| +0.8% | +$2.09K | ﹤0.01% | 1419 |
|
|
2021
Q2 | $306K | Buy |
6,966
+47
| +0.7% | +$2.07K | ﹤0.01% | 1335 |
|
|
2021
Q1 | $274K | Buy |
6,919
+52
| +0.8% | +$2.06K | ﹤0.01% | 1287 |
|
|
2020
Q4 | $237K | Buy |
6,867
+56
| +0.8% | +$1.93K | ﹤0.01% | 1219 |
|
|
2020
Q3 | $214K | Buy |
6,811
+65
| +1% | +$2.04K | ﹤0.01% | 1156 |
|
|
2020
Q2 | $206K | Buy |
+6,746
| New | +$206K | ﹤0.01% | 1141 |
|
|
2020
Q1 | – | Sell |
-6,667
| Closed | -$250K | – | 1172 |
|
|
2019
Q4 | $250K | Hold |
6,667
| – | – | 0.01% | 977 |
|
|
2019
Q3 | $237K | Hold |
6,667
| – | – | 0.01% | 870 |
|
|
2019
Q2 | $236K | Buy |
+6,667
| New | +$236K | 0.01% | 844 |
|