CAPTRUST Financial Advisors’s Horace Mann Educators HMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $279K | Buy |
6,504
+229
| +4% | +$9.84K | ﹤0.01% | 2108 |
|
2025
Q1 | $268K | Buy |
6,275
+82
| +1% | +$3.5K | ﹤0.01% | 2001 |
|
2024
Q4 | $243K | Buy |
6,193
+212
| +4% | +$8.32K | ﹤0.01% | 2035 |
|
2024
Q3 | $209K | Buy |
+5,981
| New | +$209K | ﹤0.01% | 2106 |
|
2024
Q2 | – | Sell |
-5,995
| Closed | -$222K | – | 2224 |
|
2024
Q1 | $222K | Buy |
+5,995
| New | +$222K | ﹤0.01% | 1942 |
|
2023
Q4 | – | Sell |
-7,117
| Closed | -$209K | – | 2702 |
|
2023
Q3 | $209K | Buy |
+7,117
| New | +$209K | ﹤0.01% | 2258 |
|
2023
Q2 | – | Sell |
-6,658
| Closed | -$223K | – | 2562 |
|
2023
Q1 | $223K | Buy |
6,658
+775
| +13% | +$25.9K | ﹤0.01% | 1978 |
|
2022
Q4 | $220K | Sell |
5,883
-480
| -8% | -$17.9K | ﹤0.01% | 1887 |
|
2022
Q3 | $225K | Buy |
6,363
+2,628
| +70% | +$92.9K | ﹤0.01% | 1746 |
|
2022
Q2 | $143K | Sell |
3,735
-147
| -4% | -$5.63K | ﹤0.01% | 1935 |
|
2022
Q1 | $162K | Buy |
3,882
+1,066
| +38% | +$44.5K | ﹤0.01% | 1872 |
|
2021
Q4 | $109K | Sell |
2,816
-91
| -3% | -$3.52K | ﹤0.01% | 2103 |
|
2021
Q3 | $116K | Buy |
2,907
+171
| +6% | +$6.82K | ﹤0.01% | 1948 |
|
2021
Q2 | $102K | Sell |
2,736
-146
| -5% | -$5.44K | ﹤0.01% | 2018 |
|
2021
Q1 | $125K | Buy |
2,882
+2,594
| +901% | +$113K | ﹤0.01% | 1791 |
|
2020
Q4 | $12K | Buy |
288
+85
| +42% | +$3.54K | ﹤0.01% | 2481 |
|
2020
Q3 | $7K | Hold |
203
| – | – | ﹤0.01% | 2421 |
|
2020
Q2 | $7K | Buy |
+203
| New | +$7K | ﹤0.01% | 2304 |
|
2019
Q4 | – | Sell |
-203
| Closed | -$9K | – | 1355 |
|
2019
Q3 | $9K | Hold |
203
| – | – | ﹤0.01% | 1524 |
|
2019
Q2 | $8K | Sell |
203
-55
| -21% | -$2.17K | ﹤0.01% | 1551 |
|
2019
Q1 | $9K | Buy |
+258
| New | +$9K | ﹤0.01% | 1408 |
|
2018
Q4 | – | Sell |
-207
| Closed | -$9K | – | 1618 |
|
2018
Q3 | $9K | Sell |
207
-13
| -6% | -$565 | ﹤0.01% | 1252 |
|
2018
Q2 | $10K | Hold |
220
| – | – | ﹤0.01% | 1170 |
|
2018
Q1 | $9K | Sell |
220
-14
| -6% | -$573 | ﹤0.01% | 1052 |
|
2017
Q4 | $10K | Buy |
+234
| New | +$10K | ﹤0.01% | 980 |
|