Creative Planning’s Home BancShares HOMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.83M | Sell |
105,079
-18,648
| -15% | -$525K | ﹤0.01% | 1624 |
|
|
2025
Q4 | $3.44M | Buy |
123,727
+23,707
| +24% | +$657K | ﹤0.01% | 1277 |
|
|
2025
Q3 | $2.83M | Buy |
100,020
+11,930
| +14% | +$346K | ﹤0.01% | 1265 |
|
|
2025
Q2 | $2.51M | Buy |
88,090
+2,704
| +3% | +$75.2K | ﹤0.01% | 1157 |
|
|
2025
Q1 | $2.41M | Sell |
85,386
-61,565
| -42% | -$1.8M | ﹤0.01% | 1066 |
|
|
2024
Q4 | $4.16M | Buy |
146,951
+3,000
| +2% | +$86.6K | ﹤0.01% | 734 |
|
|
2024
Q3 | $3.9M | Sell |
143,951
-457,975
| -76% | -$12.2M | ﹤0.01% | 740 |
|
|
2024
Q2 | $14.4M | Buy |
601,926
+166,324
| +38% | +$3.95M | 0.02% | 326 |
|
|
2024
Q1 | $10.7M | Sell |
435,602
-48,646
| -10% | -$1.16M | 0.01% | 389 |
|
|
2023
Q4 | $12.3M | Sell |
484,248
-76,797
| -14% | -$1.71M | 0.02% | 343 |
|
|
2023
Q3 | $11.7M | Sell |
561,045
-71,817
| -11% | -$1.63M | 0.02% | 324 |
|
|
2023
Q2 | $14.4M | Buy |
632,862
+166,366
| +36% | +$3.63M | 0.02% | 281 |
|
|
2023
Q1 | $10.1M | Buy |
466,496
+342,354
| +276% | +$7.9M | 0.01% | 335 |
|
|
2022
Q4 | $2.83M | Buy |
+124,142
| New | +$3.01M | ﹤0.01% | 640 |
|
|
2017
Q3 | – | Sell |
-2,244
| Closed | -$56K | – | 2692 |
|
|
2017
Q2 | $56K | Sell |
2,244
-103
| -4% | -$2.57K | ﹤0.01% | 2434 |
|
|
2017
Q1 | $64K | Hold |
2,347
| – | – | ﹤0.01% | 2290 |
|
|
2016
Q4 | $65K | Buy |
2,347
+238
| +11% | +$5.77K | ﹤0.01% | 2182 |
|
|
2016
Q3 | $44K | Buy |
2,109
+40
| +2% | +$860 | ﹤0.01% | 2462 |
|
|
2016
Q2 | $41K | Sell |
2,069
-1
| -0% | -$21 | ﹤0.01% | 2284 |
|
|
2016
Q1 | $42K | Buy |
2,070
+22
| +1% | +$432 | ﹤0.01% | 2219 |
|
|
2015
Q4 | $41K | Hold |
2,048
| – | – | ﹤0.01% | 2274 |
|
|
2015
Q3 | $41K | Buy |
+2,048
| New | +$39.8K | ﹤0.01% | 2174 |
|
|
2015
Q2 | – | Sell |
-2,048
| Closed | -$35K | – | 1908 |
|
|
2015
Q1 | $35K | Buy |
2,048
+816
| +66% | +$12.9K | ﹤0.01% | 2269 |
|
|
2014
Q4 | $20K | Sell |
1,232
-22,986
| -95% | -$356K | ﹤0.01% | 2656 |
|
|
2014
Q3 | $356K | Hold |
24,218
| – | – | ﹤0.01% | 789 |
|
|
2014
Q2 | $397K | Buy |
24,218
+24,018
| +12,009% | +$387K | 0.01% | 731 |
|
|
2014
Q1 | $3K | Sell |
200
-28,832
| -99% | -$485K | ﹤0.01% | 3255 |
|
|
2013
Q4 | $542K | Buy |
+29,032
| New | +$500K | 0.01% | 498 |
|
Other funds holding HOMB
VPM
VCM
