Carolina Wealth Advisors’s Hanmi Financial HAFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-24,921
| Closed | -$483K | – | 231 |
|
2023
Q4 | $483K | Sell |
24,921
-428
| -2% | -$8.3K | 0.25% | 59 |
|
2023
Q3 | $411K | Buy |
25,349
+1,504
| +6% | +$24.4K | 0.23% | 65 |
|
2023
Q2 | $356K | Buy |
23,845
+1,458
| +7% | +$21.8K | 0.21% | 57 |
|
2023
Q1 | $416K | Buy |
22,387
+3,333
| +17% | +$61.9K | 0.24% | 61 |
|
2022
Q4 | $472K | Buy |
19,054
+2,164
| +13% | +$53.6K | 0.3% | 40 |
|
2022
Q3 | $400K | Buy |
16,890
+1,665
| +11% | +$39.4K | 0.31% | 35 |
|
2022
Q2 | $342K | Buy |
15,225
+2,535
| +20% | +$56.9K | 0.23% | 45 |
|
2022
Q1 | $312K | Buy |
12,690
+1,047
| +9% | +$25.7K | 0.2% | 48 |
|
2021
Q4 | $276K | Buy |
11,643
+2,642
| +29% | +$62.6K | 0.16% | 48 |
|
2021
Q3 | $181K | Buy |
9,001
+1,564
| +21% | +$31.5K | 0.12% | 70 |
|
2021
Q2 | $142K | Buy |
7,437
+1,644
| +28% | +$31.4K | 0.1% | 78 |
|
2021
Q1 | $114K | Buy |
+5,793
| New | +$114K | 0.08% | 68 |
|