Charles Schwab’s Hingham Institution for Saving HIFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
4,664
+137
| +3% | +$34K | ﹤0.01% | 2852 |
|
|
2025
Q1 | $1.08M | Hold |
4,527
| – | – | ﹤0.01% | 2814 |
|
|
2024
Q4 | $1.15M | Hold |
4,527
| – | – | ﹤0.01% | 2866 |
|
|
2024
Q3 | $1.1M | Buy |
4,527
+137
| +3% | +$33.3K | ﹤0.01% | 2889 |
|
|
2024
Q2 | $785K | Buy |
4,390
+395
| +10% | +$70.7K | ﹤0.01% | 3021 |
|
|
2024
Q1 | $697K | Sell |
3,995
-176
| -4% | -$30.7K | ﹤0.01% | 2904 |
|
|
2023
Q4 | $811K | Buy |
4,171
+61
| +1% | +$11.9K | ﹤0.01% | 2900 |
|
|
2023
Q3 | $768K | Hold |
4,110
| – | – | ﹤0.01% | 2883 |
|
|
2023
Q2 | $876K | Buy |
4,110
+59
| +1% | +$12.6K | ﹤0.01% | 2815 |
|
|
2023
Q1 | $946K | Buy |
4,051
+78
| +2% | +$18.2K | ﹤0.01% | 2748 |
|
|
2022
Q4 | $1.1M | Buy |
3,973
+231
| +6% | +$63.7K | ﹤0.01% | 2746 |
|
|
2022
Q3 | $940K | Sell |
3,742
-169
| -4% | -$42.5K | ﹤0.01% | 2811 |
|
|
2022
Q2 | $1.11M | Sell |
3,911
-17
| -0.4% | -$4.83K | ﹤0.01% | 2748 |
|
|
2022
Q1 | $1.35M | Buy |
3,928
+77
| +2% | +$26.4K | ﹤0.01% | 2760 |
|
|
2021
Q4 | $1.62M | Buy |
3,851
+89
| +2% | +$37.4K | ﹤0.01% | 2768 |
|
|
2021
Q3 | $1.27M | Sell |
3,762
-16
| -0.4% | -$5.39K | ﹤0.01% | 2793 |
|
|
2021
Q2 | $1.1M | Buy |
3,778
+275
| +8% | +$79.9K | ﹤0.01% | 2895 |
|
|
2021
Q1 | $995K | Buy |
3,503
+13
| +0.4% | +$3.69K | ﹤0.01% | 2859 |
|
|
2020
Q4 | $754K | Hold |
3,490
| – | – | ﹤0.01% | 2859 |
|
|
2020
Q3 | $643K | Sell |
3,490
-104
| -3% | -$19.2K | ﹤0.01% | 2808 |
|
|
2020
Q2 | $604K | Buy |
3,594
+135
| +4% | +$22.7K | ﹤0.01% | 2762 |
|
|
2020
Q1 | $502K | Buy |
3,459
+5
| +0.1% | +$726 | ﹤0.01% | 2711 |
|
|
2019
Q4 | $727K | Buy |
3,454
+38
| +1% | +$8K | ﹤0.01% | 2696 |
|
|
2019
Q3 | $646K | Hold |
3,416
| – | – | ﹤0.01% | 2705 |
|
|
2019
Q2 | $677K | Buy |
3,416
+190
| +6% | +$37.7K | ﹤0.01% | 2697 |
|
|
2019
Q1 | $555K | Buy |
3,226
+188
| +6% | +$32.3K | ﹤0.01% | 2727 |
|
|
2018
Q4 | $601K | Buy |
3,038
+8
| +0.3% | +$1.58K | ﹤0.01% | 2703 |
|
|
2018
Q3 | $667K | Hold |
3,030
| – | – | ﹤0.01% | 2743 |
|
|
2018
Q2 | $666K | Hold |
3,030
| – | – | ﹤0.01% | 2700 |
|
|
2018
Q1 | $625K | Hold |
3,030
| – | – | ﹤0.01% | 2667 |
|
|
2017
Q4 | $628K | Buy |
3,030
+534
| +21% | +$111K | ﹤0.01% | 2667 |
|
|
2017
Q3 | $475K | Hold |
2,496
| – | – | ﹤0.01% | 2731 |
|
|
2017
Q2 | $455K | Hold |
2,496
| – | – | ﹤0.01% | 2724 |
|
|
2017
Q1 | $442K | Hold |
2,496
| – | – | ﹤0.01% | 2689 |
|
|
2016
Q4 | $492K | Hold |
2,496
| – | – | ﹤0.01% | 2652 |
|
|
2016
Q3 | $346K | Hold |
2,496
| – | – | ﹤0.01% | 2743 |
|
|
2016
Q2 | $307K | Hold |
2,496
| – | – | ﹤0.01% | 2776 |
|
|
2016
Q1 | $298K | Buy |
+2,496
| New | +$298K | ﹤0.01% | 2777 |
|