Creative Planning’s HomeTrust Bancshares HTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$839K Buy
2025
Q2
$585K Buy
2025
Q1
$477K Buy
2024
Q4
$433K Buy
2024
Q3
$266K Buy
2018
Q1
Sell
2017
Q4
$1.81M Sell
2017
Q3
$1.89M Sell
2017
Q2
$1.89M Hold
2017
Q1
$1.82M Hold
2016
Q4
$2.01M Sell
2016
Q3
$1.47M Hold
2016
Q2
$1.47M Hold
2016
Q1
$1.46M Hold
2015
Q4
$1.61M Sell
2015
Q3
$1.58M Sell
2015
Q2
$1.46M Buy