Cerity Partners’s HarborOne Bancorp HONE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Buy |
50,172
+35,015
| +231% | +$409K | ﹤0.01% | 1778 |
|
|
2025
Q1 | $157K | Buy |
15,157
+496
| +3% | +$5.14K | ﹤0.01% | 2257 |
|
|
2024
Q4 | $174K | Buy |
14,661
+41
| +0.3% | +$487 | ﹤0.01% | 2259 |
|
|
2024
Q3 | $190K | Buy |
14,620
+543
| +4% | +$7.05K | ﹤0.01% | 2333 |
|
|
2024
Q2 | $157K | Sell |
14,077
-564
| -4% | -$6.28K | ﹤0.01% | 2060 |
|
|
2024
Q1 | $156K | Buy |
14,641
+564
| +4% | +$6.01K | ﹤0.01% | 2154 |
|
|
2023
Q4 | $169K | Hold |
14,077
| – | – | ﹤0.01% | 1739 |
|
|
2023
Q3 | $134K | Hold |
14,077
| – | – | ﹤0.01% | 1310 |
|
|
2023
Q2 | $122K | Hold |
14,077
| – | – | ﹤0.01% | 1529 |
|
|
2023
Q1 | $172K | Sell |
14,077
-38,089
| -73% | -$465K | ﹤0.01% | 1730 |
|
|
2022
Q4 | $725K | Buy |
52,166
+10,284
| +25% | +$143K | ﹤0.01% | 793 |
|
|
2022
Q3 | $562K | Hold |
41,882
| – | – | 0.01% | 672 |
|
|
2022
Q2 | $578K | Buy |
41,882
+27,805
| +198% | +$384K | 0.01% | 699 |
|
|
2022
Q1 | $197K | Sell |
14,077
-26,479
| -65% | -$371K | ﹤0.01% | 868 |
|
|
2021
Q4 | $602K | Buy |
+40,556
| New | +$602K | 0.01% | 544 |
|