Clearstead Advisors’s HarborOne Bancorp HONE Stock Holding History

Clearstead Advisors’s Portfolio HONE Stock Details HONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-152	Closed	-$2.07K	–	2965
2025 Q3	$2.07K	Hold	152	–	–	﹤0.01%	2440
2025 Q2	$1.78K	Buy	+152	New	+$1.66K	﹤0.01%	2348

Other funds holding HONE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Clearstead Advisors's HONE Position: Q4 2025 in Review

Clearstead Advisors sold out of HarborOne Bancorp (HONE) in Q4 2025, closing a stake of 152 shares — an estimated $2.07K sold.

Clearstead Advisors first reported a position in HONE in Q2 2025 and held it in 2 quarters. The position peaked at $2.07K in Q3 2025. 1 fund tracked by Wall St. Rank holds HONE as of Q4 2025.

Clearstead Advisors reported no remaining HarborOne Bancorp position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 152 HarborOne Bancorp shares in Q4 2025, an estimated $2.07K.
Clearstead Advisors first reported a position in HarborOne Bancorp in Q2 2025 and held it in 2 quarters.
Clearstead Advisors's HarborOne Bancorp position peaked at $2.07K in Q3 2025.
1 fund tracked by Wall St. Rank held HarborOne Bancorp as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.