Charles Schwab’s HBT Financial HBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
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|
2025
Q1 | $2.3M | Sell |
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|
2024
Q4 | $2.31M | Buy |
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|
2024
Q3 | $2.26M | Sell |
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|
2024
Q2 | $2.14M | Buy |
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|
2024
Q1 | $1.96M | Buy |
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|
2023
Q4 | $2.15M | Sell |
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|
2023
Q3 | $1.86M | Buy |
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|
2023
Q2 | $673K | Buy |
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|
2023
Q1 | $653K | Buy |
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|
2022
Q4 | $537K | Buy |
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|
2022
Q3 | $484K | Hold |
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|
2022
Q2 | $476K | Sell |
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|
2022
Q1 | $486K | Buy |
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|
2021
Q4 | $495K | Buy |
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|
2021
Q3 | $397K | Sell |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $1.16M | Buy |
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|
2020
Q4 | $993K | Buy |
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|
2020
Q3 | $705K | Buy |
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|
2020
Q2 | $829K | Buy |
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|
2020
Q1 | $599K | Buy |
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|
2019
Q4 | $1.07M | Buy |
|