Creative Planning’s Horizon Bancorp HBNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
115,125
+53,924
| +88% | +$829K | ﹤0.01% | 1412 |
|
|
2025
Q1 | $923K | Buy |
61,201
+4,388
| +8% | +$66.2K | ﹤0.01% | 1775 |
|
|
2024
Q4 | $915K | Buy |
56,813
+1,134
| +2% | +$18.3K | ﹤0.01% | 1702 |
|
|
2024
Q3 | $866K | Buy |
55,679
+4,155
| +8% | +$64.6K | ﹤0.01% | 1627 |
|
|
2024
Q2 | $637K | Buy |
51,524
+9,183
| +22% | +$114K | ﹤0.01% | 1758 |
|
|
2024
Q1 | $543K | Buy |
42,341
+9,426
| +29% | +$121K | ﹤0.01% | 1795 |
|
|
2023
Q4 | $471K | Buy |
32,915
+933
| +3% | +$13.4K | ﹤0.01% | 1747 |
|
|
2023
Q3 | $342K | Buy |
31,982
+12,935
| +68% | +$138K | ﹤0.01% | 1820 |
|
|
2023
Q2 | $198K | Sell |
19,047
-6,379
| -25% | -$66.4K | ﹤0.01% | 2208 |
|
|
2023
Q1 | $281K | Buy |
25,426
+785
| +3% | +$8.68K | ﹤0.01% | 1861 |
|
|
2022
Q4 | $372K | Buy |
24,641
+4,232
| +21% | +$63.8K | ﹤0.01% | 1578 |
|
|
2022
Q3 | $367K | Buy |
20,409
+2,091
| +11% | +$37.6K | ﹤0.01% | 1514 |
|
|
2022
Q2 | $319K | Buy |
18,318
+363
| +2% | +$6.32K | ﹤0.01% | 1563 |
|
|
2022
Q1 | $335K | Buy |
17,955
+3,375
| +23% | +$63K | ﹤0.01% | 1553 |
|
|
2021
Q4 | $304K | Hold |
14,580
| – | – | ﹤0.01% | 1610 |
|
|
2021
Q3 | $265K | Hold |
14,580
| – | – | ﹤0.01% | 1668 |
|
|
2021
Q2 | $254K | Buy |
+14,580
| New | +$254K | ﹤0.01% | 1640 |
|