Copeland Capital Management’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
Q1 | – | Sell |
-134
| Closed | -$34.1K | – | 298 |
|
|
2024
Q4 | $34.1K | Sell |
134
-117
| -47% | -$29.7K | ﹤0.01% | 212 |
|
|
2024
Q3 | $61.1K | Buy |
+251
| New | +$61.1K | ﹤0.01% | 161 |
|
|
2024
Q2 | – | Sell |
-170
| Closed | -$29.7K | – | 190 |
|
|
2024
Q1 | $29.7K | Buy |
170
+2
| +1% | +$349 | ﹤0.01% | 187 |
|
|
2023
Q4 | $32.7K | Buy |
168
+83
| +98% | +$16.1K | ﹤0.01% | 166 |
|
|
2023
Q3 | $15.9K | Buy |
85
+1
| +1% | +$187 | ﹤0.01% | 214 |
|
|
2023
Q2 | $17.9K | Sell |
84
-20
| -19% | -$4.26K | ﹤0.01% | 211 |
|
|
2023
Q1 | $24K | Buy |
104
+8
| +8% | +$1.85K | ﹤0.01% | 198 |
|
|
2022
Q4 | $26K | Buy |
96
+2
| +2% | +$542 | ﹤0.01% | 197 |
|
|
2022
Q3 | $24K | Buy |
94
+1
| +1% | +$255 | ﹤0.01% | 197 |
|
|
2022
Q2 | $26K | Buy |
93
+3
| +3% | +$839 | ﹤0.01% | 200 |
|
|
2022
Q1 | $31K | Sell |
90
-24
| -21% | -$8.27K | ﹤0.01% | 189 |
|
|
2021
Q4 | $48K | Buy |
114
+3
| +3% | +$1.26K | ﹤0.01% | 157 |
|
|
2021
Q3 | $37K | Hold |
111
| – | – | ﹤0.01% | 164 |
|
|
2021
Q2 | $32K | Hold |
111
| – | – | ﹤0.01% | 172 |
|
|
2021
Q1 | $31K | Buy |
111
+8
| +8% | +$2.23K | ﹤0.01% | 172 |
|
|
2020
Q4 | $22K | Sell |
103
-20
| -16% | -$4.27K | ﹤0.01% | 184 |
|
|
2020
Q3 | $23K | Hold |
123
| – | – | ﹤0.01% | 155 |
|
|
2020
Q2 | $21K | Buy |
123
+27
| +28% | +$4.61K | ﹤0.01% | 163 |
|
|
2020
Q1 | $14K | Buy |
96
+10
| +12% | +$1.46K | ﹤0.01% | 183 |
|
|
2019
Q4 | $18K | Buy |
86
+23
| +37% | +$4.81K | ﹤0.01% | 178 |
|
|
2019
Q3 | $12K | Hold |
63
| – | – | ﹤0.01% | 209 |
|
|
2019
Q2 | $12K | Buy |
63
+3
| +5% | +$571 | ﹤0.01% | 213 |
|
|
2019
Q1 | $10K | Hold |
60
| – | – | ﹤0.01% | 213 |
|
|
2018
Q4 | $12K | Buy |
+60
| New | +$12K | ﹤0.01% | 183 |
|