Beese Fulmer Investment Management’s HomeTrust Bancshares, Inc. HTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Hold |
6,800
| – | – | 0.02% | 252 |
|
|
2025
Q1 | $233K | Hold |
6,800
| – | – | 0.02% | 221 |
|
|
2024
Q4 | $229K | Hold |
6,800
| – | – | 0.02% | 208 |
|
|
2024
Q3 | $232K | Hold |
6,800
| – | – | 0.02% | 211 |
|
|
2024
Q2 | $204K | Sell |
6,800
-930
| -12% | -$27.9K | 0.02% | 214 |
|
|
2024
Q1 | $211K | Hold |
7,730
| – | – | 0.02% | 214 |
|
|
2023
Q4 | $208K | Buy |
+7,730
| New | +$208K | 0.02% | 214 |
|
|
2022
Q2 | – | Sell |
-7,330
| Closed | -$216K | – | 236 |
|
|
2022
Q1 | $216K | Hold |
7,330
| – | – | 0.02% | 217 |
|
|
2021
Q4 | $227K | Hold |
7,330
| – | – | 0.02% | 218 |
|
|
2021
Q3 | $205K | Buy |
+7,330
| New | +$205K | 0.02% | 226 |
|
|
2020
Q3 | – | Sell |
-5,300
| Closed | -$85K | – | 566 |
|
|
2020
Q2 | $85K | Buy |
+5,300
| New | +$85K | 0.01% | 260 |
|