Caldwell Trust’s Home BancShares HOMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $145K | Hold |
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|
2025
Q2 | $146K | Hold |
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|
2025
Q1 | $145K | Hold |
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|
2024
Q4 | $145K | Hold |
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|
2024
Q3 | $139K | Hold |
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|
2024
Q2 | $123K | Hold |
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|
2024
Q1 | $126K | Hold |
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|
2023
Q4 | $130K | Hold |
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|
2023
Q3 | $107K | Sell |
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|
2023
Q2 | $142K | Hold |
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|
2023
Q1 | $135K | Hold |
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|
2022
Q4 | $142K | Hold |
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|
2022
Q3 | $140K | Hold |
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|
2022
Q2 | $129K | Hold |
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|
2022
Q1 | $141K | Sell |
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|
2021
Q4 | $176K | Hold |
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|
2021
Q3 | $170K | Hold |
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|
2021
Q2 | $178K | Hold |
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|
2021
Q1 | $196K | Sell |
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|
2020
Q4 | $247K | Sell |
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|
2020
Q3 | $204K | Sell |
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|
2020
Q2 | $255K | Hold |
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|
2020
Q1 | $198K | Sell |
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|
2019
Q4 | $350K | Buy |
|