Carson Wealth (CWM LLC)’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 | $46K | Buy |
1,835
+452
| +33% | +$11.3K | ﹤0.01% | 3345 |
|
|
2025
Q1 | $31K | Buy |
1,383
+157
| +13% | +$3.52K | ﹤0.01% | 3358 |
|
|
2024
Q4 | $27K | Sell |
1,226
-20
| -2% | -$440 | ﹤0.01% | 3236 |
|
|
2024
Q3 | $27K | Buy |
1,246
+620
| +99% | +$13.4K | ﹤0.01% | 3173 |
|
|
2024
Q2 | $13K | Buy |
626
+620
| +10,333% | +$12.9K | ﹤0.01% | 3381 |
|
|
2024
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 4482 |
|