CAPTRUST Financial Advisors’s HNI Corp HNI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,137
| Closed | -$39K | – | 2946 |
|
2022
Q2 | $39K | Buy |
1,137
+152
| +15% | +$5.21K | ﹤0.01% | 2948 |
|
2022
Q1 | $36K | Sell |
985
-61
| -6% | -$2.23K | ﹤0.01% | 3026 |
|
2021
Q4 | $44K | Buy |
1,046
+217
| +26% | +$9.13K | ﹤0.01% | 2761 |
|
2021
Q3 | $30K | Buy |
829
+95
| +13% | +$3.44K | ﹤0.01% | 2901 |
|
2021
Q2 | $32K | Buy |
734
+211
| +40% | +$9.2K | ﹤0.01% | 2799 |
|
2021
Q1 | $21K | Buy |
523
+388
| +287% | +$15.6K | ﹤0.01% | 2964 |
|
2020
Q4 | $5K | Buy |
135
+73
| +118% | +$2.7K | ﹤0.01% | 2847 |
|
2020
Q3 | $2K | Buy |
62
+12
| +24% | +$387 | ﹤0.01% | 2765 |
|
2020
Q2 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2705 |
|
2019
Q4 | – | Sell |
-71
| Closed | -$3K | – | 1356 |
|
2019
Q3 | $3K | Hold |
71
| – | – | ﹤0.01% | 1737 |
|
2019
Q2 | $3K | Hold |
71
| – | – | ﹤0.01% | 1743 |
|
2019
Q1 | $3K | Hold |
71
| – | – | ﹤0.01% | 1630 |
|
2018
Q4 | $3K | Hold |
71
| – | – | ﹤0.01% | 1430 |
|
2018
Q3 | $3K | Hold |
71
| – | – | ﹤0.01% | 1436 |
|
2018
Q2 | $3K | Buy |
71
+21
| +42% | +$887 | ﹤0.01% | 1374 |
|
2018
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1244 |
|