Evercore Wealth Management’s Huntington Bancshares HBAN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,358	Closed	-$132K	–	428
2023 Q4	$132K	Sell	10,358 -310	-3%	-$3.39K	﹤0.01%	418
2023 Q3	$111K	Hold	10,668	–	–	﹤0.01%	396
2023 Q2	$115K	Sell	10,668 -1,826	-15%	-$19.5K	﹤0.01%	402
2023 Q1	$140K	Sell	12,494 -167	-1%	-$2.32K	﹤0.01%	392
2022 Q4	$179K	Buy	12,661 +1,493	+13%	+$21.6K	﹤0.01%	386
2022 Q3	$148K	Hold	11,168	–	–	﹤0.01%	369
2022 Q2	$134K	Hold	11,168	–	–	﹤0.01%	383
2022 Q1	$163K	Hold	11,168	–	–	﹤0.01%	422
2021 Q4	$173K	Hold	11,168	–	–	﹤0.01%	415
2021 Q3	$173K	Hold	11,168	–	–	﹤0.01%	413
2021 Q2	$159K	Buy	+11,168	New	+$171K	﹤0.01%	422
2020 Q3	–	Sell	-24,007	Closed	-$217K	–	380
2020 Q2	$217K	Sell	24,007 -16,402	-41%	-$145K	0.01%	348
2020 Q1	$332K	Sell	40,409 -293	-0.7%	-$3.6K	0.01%	282
2019 Q4	$614K	Sell	40,702 -10,155	-20%	-$149K	0.02%	258
2019 Q3	$726K	Buy	50,857 +20,437	+67%	+$279K	0.02%	239
2019 Q2	$421K	Buy	+30,420	New	+$408K	0.01%	295
2017 Q2	–	Sell	-5,300	Closed	-$71K	–	1007
2017 Q1	$71K	Buy	5,300 +5,204	+5,421%	+$71.1K	﹤0.01%	543
2016 Q4	$1K	Buy	+96	New	+$1.12K	﹤0.01%	974