CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s HBT Financial HBT Stock Holding History

CAPTRUST Financial Advisors’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.43M Sell
2025
Q1 		$2.23M Buy
2023
Q4 		– Sell
2023
Q3 		$203K Buy
2022
Q3 		– Sell
2022
Q2 		$8K Hold
2022
Q1 		$8K Hold
2021
Q4 		$8K Hold
2021
Q3 		$7K Buy
2021
Q2 		$7K Sell
2021
Q1 		$7K Buy