EWM
Evercore Wealth Management’s Huntington Bancshares HBAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,358
| Closed | -$132K | – | 428 |
|
|
2023
Q4 | $132K | Sell |
10,358
-310
| -3% | -$3.94K | ﹤0.01% | 418 |
|
|
2023
Q3 | $111K | Hold |
10,668
| – | – | ﹤0.01% | 396 |
|
|
2023
Q2 | $115K | Sell |
10,668
-1,826
| -15% | -$19.7K | ﹤0.01% | 402 |
|
|
2023
Q1 | $140K | Sell |
12,494
-167
| -1% | -$1.87K | ﹤0.01% | 392 |
|
|
2022
Q4 | $179K | Buy |
12,661
+1,493
| +13% | +$21.1K | ﹤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 | +$159K | ﹤0.01% | 422 |
|
|
2020
Q3 | – | Sell |
-24,007
| Closed | -$217K | – | 380 |
|
|
2020
Q2 | $217K | Sell |
24,007
-16,402
| -41% | -$148K | 0.01% | 348 |
|
|
2020
Q1 | $332K | Sell |
40,409
-293
| -0.7% | -$2.41K | 0.01% | 282 |
|
|
2019
Q4 | $614K | Sell |
40,702
-10,155
| -20% | -$153K | 0.02% | 258 |
|
|
2019
Q3 | $726K | Buy |
50,857
+20,437
| +67% | +$292K | 0.02% | 239 |
|
|
2019
Q2 | $421K | Buy |
+30,420
| New | +$421K | 0.01% | 295 |
|
|
2017
Q2 | – | Sell |
-5,300
| Closed | -$71K | – | 1005 |
|
|
2017
Q1 | $71K | Buy |
5,300
+5,204
| +5,421% | +$69.7K | ﹤0.01% | 542 |
|
|
2016
Q4 | $1K | Buy |
+96
| New | +$1K | ﹤0.01% | 973 |
|