Creative Planning’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 | $476K | Sell |
1,917
-1,112
| -37% | -$276K | ﹤0.01% | 2499 |
|
|
2025
Q1 | $720K | Buy |
3,029
+785
| +35% | +$187K | ﹤0.01% | 1978 |
|
|
2024
Q4 | $570K | Buy |
2,244
+330
| +17% | +$83.9K | ﹤0.01% | 2099 |
|
|
2024
Q3 | $466K | Buy |
1,914
+399
| +26% | +$97.1K | ﹤0.01% | 2171 |
|
|
2024
Q2 | $271K | Buy |
1,515
+274
| +22% | +$49K | ﹤0.01% | 2430 |
|
|
2024
Q1 | $217K | Buy |
+1,241
| New | +$217K | ﹤0.01% | 2506 |
|
|
2023
Q4 | – | Sell |
-1,362
| Closed | -$254K | – | 2847 |
|
|
2023
Q3 | $254K | Buy |
1,362
+375
| +38% | +$70K | ﹤0.01% | 2060 |
|
|
2023
Q2 | $210K | Buy |
+987
| New | +$210K | ﹤0.01% | 2167 |
|
|
2016
Q3 | – | Sell |
-33
| Closed | -$4K | – | 4433 |
|
|
2016
Q2 | $4K | Hold |
33
| – | – | ﹤0.01% | 3666 |
|
|
2016
Q1 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 3637 |
|