Corient Private Wealth’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 | $808K | Buy |
32,045
+5,210
| +19% | +$131K | ﹤0.01% | 1540 |
|
|
2025
Q1 | $601K | Hold |
26,835
| – | – | ﹤0.01% | 1508 |
|
|
2024
Q4 | $588K | Hold |
26,835
| – | – | ﹤0.01% | 1528 |
|
|
2024
Q3 | $587K | Hold |
26,835
| – | – | ﹤0.01% | 1625 |
|
|
2024
Q2 | $548K | Buy |
26,835
+1,835
| +7% | +$37.5K | ﹤0.01% | 1586 |
|
|
2024
Q1 | $476K | Buy |
+25,000
| New | +$476K | ﹤0.01% | 1647 |
|