Charles Schwab’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 | $2.63M | Buy |
104,372
+1,539
| +1% | +$38.8K | ﹤0.01% | 2590 |
|
|
2025
Q1 | $2.3M | Sell |
102,833
-2,520
| -2% | -$56.5K | ﹤0.01% | 2561 |
|
|
2024
Q4 | $2.31M | Buy |
105,353
+2,210
| +2% | +$48.4K | ﹤0.01% | 2631 |
|
|
2024
Q3 | $2.26M | Sell |
103,143
-1,772
| -2% | -$38.8K | ﹤0.01% | 2669 |
|
|
2024
Q2 | $2.14M | Buy |
104,915
+1,867
| +2% | +$38.1K | ﹤0.01% | 2686 |
|
|
2024
Q1 | $1.96M | Buy |
103,048
+1,080
| +1% | +$20.6K | ﹤0.01% | 2595 |
|
|
2023
Q4 | $2.15M | Sell |
101,968
-249
| -0.2% | -$5.26K | ﹤0.01% | 2595 |
|
|
2023
Q3 | $1.86M | Buy |
102,217
+65,700
| +180% | +$1.2M | ﹤0.01% | 2618 |
|
|
2023
Q2 | $673K | Buy |
36,517
+3,397
| +10% | +$62.6K | ﹤0.01% | 2911 |
|
|
2023
Q1 | $653K | Buy |
33,120
+5,681
| +21% | +$112K | ﹤0.01% | 2868 |
|
|
2022
Q4 | $537K | Buy |
27,439
+818
| +3% | +$16K | ﹤0.01% | 2986 |
|
|
2022
Q3 | $484K | Hold |
26,621
| – | – | ﹤0.01% | 3016 |
|
|
2022
Q2 | $476K | Sell |
26,621
-84
| -0.3% | -$1.5K | ﹤0.01% | 3095 |
|
|
2022
Q1 | $486K | Buy |
26,705
+325
| +1% | +$5.92K | ﹤0.01% | 3111 |
|
|
2021
Q4 | $495K | Buy |
26,380
+900
| +4% | +$16.9K | ﹤0.01% | 3147 |
|
|
2021
Q3 | $397K | Sell |
25,480
-43,499
| -63% | -$678K | ﹤0.01% | 3205 |
|
|
2021
Q2 | $1.2M | Buy |
68,979
+1,231
| +2% | +$21.4K | ﹤0.01% | 2864 |
|
|
2021
Q1 | $1.16M | Buy |
67,748
+2,205
| +3% | +$37.8K | ﹤0.01% | 2808 |
|
|
2020
Q4 | $993K | Buy |
65,543
+2,726
| +4% | +$41.3K | ﹤0.01% | 2774 |
|
|
2020
Q3 | $705K | Buy |
62,817
+638
| +1% | +$7.16K | ﹤0.01% | 2777 |
|
|
2020
Q2 | $829K | Buy |
62,179
+5,298
| +9% | +$70.6K | ﹤0.01% | 2682 |
|
|
2020
Q1 | $599K | Buy |
56,881
+782
| +1% | +$8.24K | ﹤0.01% | 2651 |
|
|
2019
Q4 | $1.07M | Buy |
+56,099
| New | +$1.07M | ﹤0.01% | 2575 |
|