Creative Planning’s Hingham Institution for Saving HIFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $591K | Buy |
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|
2025
Q2 | $476K | Sell |
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|
2025
Q1 | $720K | Buy |
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|
2024
Q4 | $570K | Buy |
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|
2024
Q3 | $466K | Buy |
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|
2024
Q2 | $271K | Buy |
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|
2024
Q1 | $217K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $254K | Buy |
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|
2023
Q2 | $210K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $4K | Hold |
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|
2016
Q1 | $4K | Buy |
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