CAPTRUST Financial Advisors’s HBT Financial HBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
96,306
-3,248
| -3% | -$81.9K | 0.01% | 894 |
|
|
2025
Q1 | $2.23M | Buy |
+99,554
| New | +$2.23M | 0.01% | 859 |
|
|
2023
Q4 | – | Sell |
-11,121
| Closed | -$203K | – | 2699 |
|
|
2023
Q3 | $203K | Buy |
+11,121
| New | +$203K | ﹤0.01% | 2284 |
|
|
2022
Q3 | – | Sell |
-424
| Closed | -$8K | – | 2921 |
|
|
2022
Q2 | $8K | Hold |
424
| – | – | ﹤0.01% | 3869 |
|
|
2022
Q1 | $8K | Hold |
424
| – | – | ﹤0.01% | 3911 |
|
|
2021
Q4 | $8K | Hold |
424
| – | – | ﹤0.01% | 3847 |
|
|
2021
Q3 | $7K | Buy |
424
+14
| +3% | +$231 | ﹤0.01% | 3807 |
|
|
2021
Q2 | $7K | Sell |
410
-14
| -3% | -$239 | ﹤0.01% | 3703 |
|
|
2021
Q1 | $7K | Buy |
+424
| New | +$7K | ﹤0.01% | 3598 |
|