Beese Fulmer Investment Management’s HarborOne Bancorp HONE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,557
| Closed | -$151K | – | 288 |
|
|
2025
Q1 | $151K | Hold |
14,557
| – | – | 0.01% | 246 |
|
|
2024
Q4 | $172K | Hold |
14,557
| – | – | 0.01% | 223 |
|
|
2024
Q3 | $189K | Hold |
14,557
| – | – | 0.02% | 227 |
|
|
2024
Q2 | $162K | Sell |
14,557
-3,350
| -19% | -$37.3K | 0.01% | 218 |
|
|
2024
Q1 | $191K | Sell |
17,907
-120
| -0.7% | -$1.28K | 0.02% | 221 |
|
|
2023
Q4 | $216K | Hold |
18,027
| – | – | 0.02% | 212 |
|
|
2023
Q3 | $172K | Hold |
18,027
| – | – | 0.02% | 211 |
|
|
2023
Q2 | $156K | Hold |
18,027
| – | – | 0.02% | 217 |
|
|
2023
Q1 | $220K | Hold |
18,027
| – | – | 0.03% | 205 |
|
|
2022
Q4 | $251K | Hold |
18,027
| – | – | 0.03% | 190 |
|
|
2022
Q3 | $242K | Hold |
18,027
| – | – | 0.03% | 184 |
|
|
2022
Q2 | $249K | Hold |
18,027
| – | – | 0.03% | 194 |
|
|
2022
Q1 | $253K | Hold |
18,027
| – | – | 0.03% | 198 |
|
|
2021
Q4 | $268K | Hold |
18,027
| – | – | 0.03% | 201 |
|
|
2021
Q3 | $253K | Sell |
18,027
-6,945
| -28% | -$97.5K | 0.03% | 198 |
|
|
2021
Q2 | $358K | Buy |
24,972
+3,702
| +17% | +$53.1K | 0.04% | 168 |
|
|
2021
Q1 | $287K | Hold |
21,270
| – | – | 0.03% | 180 |
|
|
2020
Q4 | $231K | Buy |
21,270
+1,270
| +6% | +$13.8K | 0.03% | 189 |
|
|
2020
Q3 | $161K | Hold |
20,000
| – | – | 0.02% | 182 |
|
|
2020
Q2 | $171K | Hold |
20,000
| – | – | 0.03% | 196 |
|
|
2020
Q1 | $151K | Hold |
20,000
| – | – | 0.03% | 171 |
|
|
2019
Q4 | $220K | Buy |
+20,000
| New | +$220K | 0.03% | 186 |
|