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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $138K | Hold |
5,132
| – | – | 0.01% | 370 |
|
|
2025
Q4 | $143K | Hold |
5,132
| – | – | 0.01% | 363 |
|
|
2025
Q3 | $145K | Hold |
5,132
| – | – | 0.01% | 354 |
|
|
2025
Q2 | $146K | Hold |
5,132
| – | – | 0.01% | 344 |
|
|
2025
Q1 | $145K | Hold |
5,132
| – | – | 0.02% | 346 |
|
|
2024
Q4 | $145K | Hold |
5,132
| – | – | 0.02% | 347 |
|
|
2024
Q3 | $139K | Hold |
5,132
| – | – | 0.01% | 353 |
|
|
2024
Q2 | $123K | Hold |
5,132
| – | – | 0.01% | 366 |
|
|
2024
Q1 | $126K | Hold |
5,132
| – | – | 0.01% | 361 |
|
|
2023
Q4 | $130K | Hold |
5,132
| – | – | 0.02% | 343 |
|
|
2023
Q3 | $107K | Sell |
5,132
-1,097
| -18% | -$25K | 0.01% | 351 |
|
|
2023
Q2 | $142K | Hold |
6,229
| – | – | 0.02% | 328 |
|
|
2023
Q1 | $135K | Hold |
6,229
| – | – | 0.02% | 325 |
|
|
2022
Q4 | $142K | Hold |
6,229
| – | – | 0.02% | 314 |
|
|
2022
Q3 | $140K | Hold |
6,229
| – | – | 0.02% | 313 |
|
|
2022
Q2 | $129K | Hold |
6,229
| – | – | 0.02% | 330 |
|
|
2022
Q1 | $141K | Sell |
6,229
-1,000
| -14% | -$23.7K | 0.02% | 328 |
|
|
2021
Q4 | $176K | Hold |
7,229
| – | – | 0.02% | 304 |
|
|
2021
Q3 | $170K | Hold |
7,229
| – | – | 0.02% | 299 |
|
|
2021
Q2 | $178K | Hold |
7,229
| – | – | 0.02% | 294 |
|
|
2021
Q1 | $196K | Sell |
7,229
-5,469
| -43% | -$131K | 0.03% | 274 |
|
|
2020
Q4 | $247K | Sell |
12,698
-750
| -6% | -$13.6K | 0.04% | 232 |
|
|
2020
Q3 | $204K | Sell |
13,448
-3,100
| -19% | -$49.9K | 0.03% | 242 |
|
|
2020
Q2 | $255K | Hold |
16,548
| – | – | 0.04% | 222 |
|
|
2020
Q1 | $198K | Sell |
16,548
-1,280
| -7% | -$22.2K | 0.04% | 236 |
|
|
2019
Q4 | $350K | Buy |
+17,828
| New | +$336K | 0.05% | 206 |
|
Other funds holding HOMB
VPM
VCM
