Creative Planning’s Home BancShares HOMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.51M Buy
88,090
+2,704
+3% +$77K ﹤0.01% 1154
2025
Q1
$2.41M Sell
85,386
-61,565
-42% -$1.74M ﹤0.01% 1063
2024
Q4
$4.16M Buy
146,951
+3,000
+2% +$84.9K ﹤0.01% 733
2024
Q3
$3.9M Sell
143,951
-457,975
-76% -$12.4M ﹤0.01% 740
2024
Q2
$14.4M Buy
601,926
+166,324
+38% +$3.99M 0.02% 326
2024
Q1
$10.7M Sell
435,602
-48,646
-10% -$1.2M 0.01% 389
2023
Q4
$12.3M Sell
484,248
-76,797
-14% -$1.95M 0.02% 343
2023
Q3
$11.7M Sell
561,045
-71,817
-11% -$1.5M 0.02% 324
2023
Q2
$14.4M Buy
632,862
+166,366
+36% +$3.79M 0.02% 281
2023
Q1
$10.1M Buy
466,496
+342,354
+276% +$7.43M 0.01% 335
2022
Q4
$2.83M Buy
+124,142
New +$2.83M ﹤0.01% 638
2017
Q3
Sell
-2,244
Closed -$56K 2629
2017
Q2
$56K Sell
2,244
-103
-4% -$2.57K ﹤0.01% 2418
2017
Q1
$64K Hold
2,347
﹤0.01% 2273
2016
Q4
$65K Buy
2,347
+238
+11% +$6.59K ﹤0.01% 2166
2016
Q3
$44K Buy
2,109
+40
+2% +$835 ﹤0.01% 2443
2016
Q2
$41K Sell
2,069
-1
-0% -$20 ﹤0.01% 2269
2016
Q1
$42K Buy
2,070
+22
+1% +$446 ﹤0.01% 2206
2015
Q4
$41K Hold
2,048
﹤0.01% 2250
2015
Q3
$41K Buy
+2,048
New +$41K ﹤0.01% 2164
2015
Q2
Sell
-2,048
Closed -$35K 1826
2015
Q1
$35K Buy
2,048
+816
+66% +$13.9K ﹤0.01% 2251
2014
Q4
$20K Sell
1,232
-22,986
-95% -$373K ﹤0.01% 2626
2014
Q3
$356K Hold
24,218
﹤0.01% 788
2014
Q2
$397K Buy
24,218
+24,018
+12,009% +$394K 0.01% 730
2014
Q1
$3K Sell
200
-28,832
-99% -$432K ﹤0.01% 3175
2013
Q4
$542K Buy
+29,032
New +$542K 0.01% 498