EP Wealth Advisors’s Huntington Bancshares HBAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
19,896
+5,119
| +35% | +$85.8K | ﹤0.01% | 959 |
|
|
2025
Q1 | $222K | Buy |
14,777
+2,272
| +18% | +$34.1K | ﹤0.01% | 1087 |
|
|
2024
Q4 | $203K | Buy |
+12,505
| New | +$203K | ﹤0.01% | 1074 |
|
|
2024
Q3 | – | Sell |
-35,214
| Closed | -$464K | – | 1193 |
|
|
2024
Q2 | $464K | Buy |
+35,214
| New | +$464K | ﹤0.01% | 551 |
|
|
2021
Q3 | – | Sell |
-13,077
| Closed | -$187K | – | 543 |
|
|
2021
Q2 | $187K | Buy |
+13,077
| New | +$187K | 0.01% | 520 |
|
|
2013
Q3 | – | Sell |
-34,365
| Closed | -$270K | – | 106 |
|
|
2013
Q2 | $270K | Buy |
+34,365
| New | +$270K | 0.1% | 67 |
|