Beese Fulmer Investment Management’s Hilltop Holdings HTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,320
| Closed | -$203K | – | 232 |
|
|
2024
Q3 | $203K | Buy |
+6,320
| New | +$203K | 0.02% | 225 |
|
|
2024
Q2 | – | Sell |
-7,720
| Closed | -$242K | – | 228 |
|
|
2024
Q1 | $242K | Hold |
7,720
| – | – | 0.02% | 201 |
|
|
2023
Q4 | $272K | Hold |
7,720
| – | – | 0.03% | 190 |
|
|
2023
Q3 | $219K | Hold |
7,720
| – | – | 0.02% | 197 |
|
|
2023
Q2 | $243K | Hold |
7,720
| – | – | 0.03% | 191 |
|
|
2023
Q1 | $229K | Hold |
7,720
| – | – | 0.03% | 200 |
|
|
2022
Q4 | $232K | Buy |
+7,720
| New | +$232K | 0.03% | 198 |
|
|
2022
Q3 | – | Sell |
-7,720
| Closed | -$206K | – | 216 |
|
|
2022
Q2 | $206K | Hold |
7,720
| – | – | 0.03% | 211 |
|
|
2022
Q1 | $227K | Hold |
7,720
| – | – | 0.02% | 209 |
|
|
2021
Q4 | $271K | Hold |
7,720
| – | – | 0.03% | 199 |
|
|
2021
Q3 | $252K | Hold |
7,720
| – | – | 0.03% | 199 |
|
|
2021
Q2 | $281K | Buy |
7,720
+1,400
| +22% | +$51K | 0.03% | 187 |
|
|
2021
Q1 | $216K | Buy |
+6,320
| New | +$216K | 0.03% | 207 |
|
|
2020
Q3 | – | Sell |
-5,700
| Closed | -$105K | – | 348 |
|
|
2020
Q2 | $105K | Buy |
+5,700
| New | +$105K | 0.02% | 239 |
|