Dakota Wealth Management’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
$286K Buy
10,060
+1,015
+11% +$28.9K 0.01% 627
2025
Q1
$256K Sell
9,045
-69
-0.8% -$1.95K 0.01% 655
2024
Q4
$258K Buy
9,114
+1,443
+19% +$40.8K 0.01% 655
2024
Q3
$208K Buy
+7,671
New +$208K ﹤0.01% 673
2024
Q1
Sell
-12,294
Closed -$311K 745
2023
Q4
$311K Hold
12,294
0.01% 505
2023
Q3
$257K Sell
12,294
-627
-5% -$13.1K 0.01% 524
2023
Q2
$295K Sell
12,921
-2,327
-15% -$53.1K 0.01% 481
2023
Q1
$331K Buy
15,248
+4,102
+37% +$89.1K 0.02% 446
2022
Q4
$254K Buy
+11,146
New +$254K 0.02% 482