Caldwell Trust’s Home BancShares HOMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Hold |
5,132
|
|
||||
|
2025
Q1 | $145K | Hold |
5,132
|
|
||||
|
2024
Q4 | $145K | Hold |
5,132
|
|
||||
|
2024
Q3 | $139K | Hold |
5,132
|
|
||||
|
2024
Q2 | $123K | Hold |
5,132
|
|
||||
|
2024
Q1 | $126K | Hold |
5,132
|
|
||||
|
2023
Q4 | $130K | Hold |
5,132
|
|
||||
|
2023
Q3 | $107K | Sell |
5,132
-1,097
|
|
||||
|
2023
Q2 | $142K | Hold |
6,229
|
|
||||
|
2023
Q1 | $135K | Hold |
6,229
|
|
||||
|
2022
Q4 | $142K | Hold |
6,229
|
|
||||
|
2022
Q3 | $140K | Hold |
6,229
|
|
||||
|
2022
Q2 | $129K | Hold |
6,229
|
|
||||
|
2022
Q1 | $141K | Sell |
6,229
-1,000
|
|
||||
|
2021
Q4 | $176K | Hold |
7,229
|
|
||||
|
2021
Q3 | $170K | Hold |
7,229
|
|
||||
|
2021
Q2 | $178K | Hold |
7,229
|
|
||||
|
2021
Q1 | $196K | Sell |
7,229
-5,469
|
|
||||
|
2020
Q4 | $247K | Sell |
12,698
-750
|
|
||||
|
2020
Q3 | $204K | Sell |
13,448
-3,100
|
|
||||
|
2020
Q2 | $255K | Hold |
16,548
|
|
||||
|
2020
Q1 | $198K | Sell |
16,548
-1,280
|
|
||||
|
2019
Q4 | $350K | Buy |
+17,828
|
|