Creative Planning’s HarborOne Bancorp HONE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
+25,506
| New | +$298K | ﹤0.01% | 2888 |
|
|
2025
Q1 | – | Sell |
-18,480
| Closed | -$219K | – | 3549 |
|
|
2024
Q4 | $219K | Buy |
18,480
+5,171
| +39% | +$61.2K | ﹤0.01% | 2896 |
|
|
2024
Q3 | $173K | Buy |
13,309
+2,898
| +28% | +$37.6K | ﹤0.01% | 2890 |
|
|
2024
Q2 | $116K | Sell |
10,411
-3,822
| -27% | -$42.5K | ﹤0.01% | 2798 |
|
|
2024
Q1 | $152K | Buy |
+14,233
| New | +$152K | ﹤0.01% | 2619 |
|
|
2017
Q3 | – | Sell |
-8,975
| Closed | -$100K | – | 2630 |
|
|
2017
Q2 | $100K | Hold |
8,975
| – | – | ﹤0.01% | 1981 |
|
|
2017
Q1 | $95K | Hold |
8,975
| – | – | ﹤0.01% | 1982 |
|
|
2016
Q4 | $97K | Hold |
8,975
| – | – | ﹤0.01% | 1873 |
|
|
2016
Q3 | $79K | Buy |
+8,975
| New | +$79K | ﹤0.01% | 1990 |
|