Creative Planning’s HomeTrust Bancshares, Inc. HTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Buy |
15,628
+1,717
| +12% | +$64.2K | ﹤0.01% | 2316 |
|
|
2025
Q1 | $477K | Buy |
13,911
+1,060
| +8% | +$36.3K | ﹤0.01% | 2325 |
|
|
2024
Q4 | $433K | Buy |
12,851
+5,032
| +64% | +$169K | ﹤0.01% | 2352 |
|
|
2024
Q3 | $266K | Buy |
+7,819
| New | +$266K | ﹤0.01% | 2616 |
|
|
2018
Q1 | – | Sell |
-70,500
| Closed | -$1.82M | – | 1993 |
|
|
2017
Q4 | $1.82M | Sell |
70,500
-3,000
| -4% | -$77.2K | 0.01% | 487 |
|
|
2017
Q3 | $1.89M | Sell |
73,500
-4,000
| -5% | -$103K | 0.01% | 478 |
|
|
2017
Q2 | $1.89M | Hold |
77,500
| – | – | 0.01% | 449 |
|
|
2017
Q1 | $1.82M | Hold |
77,500
| – | – | 0.01% | 457 |
|
|
2016
Q4 | $2.01M | Sell |
77,500
-2,000
| -3% | -$51.8K | 0.01% | 403 |
|
|
2016
Q3 | $1.47M | Hold |
79,500
| – | – | 0.01% | 465 |
|
|
2016
Q2 | $1.47M | Hold |
79,500
| – | – | 0.01% | 414 |
|
|
2016
Q1 | $1.46M | Hold |
79,500
| – | – | 0.01% | 392 |
|
|
2015
Q4 | $1.61M | Sell |
79,500
-5,500
| -6% | -$111K | 0.01% | 359 |
|
|
2015
Q3 | $1.58M | Sell |
85,000
-2,000
| -2% | -$37.1K | 0.01% | 351 |
|
|
2015
Q2 | $1.46M | Buy |
+87,000
| New | +$1.46M | 0.01% | 367 |
|