Curi RMB Capital’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
2015
Q2
$1.46M Sell
2015
Q1
$7.06M Buy
2014
Q4
$5.89M Sell
2014
Q3
$7.2M Buy
2014
Q2
$4.34M Buy