Fi3 Financial Advisors’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Sell |
258,753
-24,592
| -9% | -$494K | 1.87% | 13 |
|
|
2025
Q1 | $6.84M | Sell |
283,345
-33
| -0% | -$797 | 2.78% | 8 |
|
|
2024
Q4 | $8.72M | Sell |
283,378
-151
| -0.1% | -$4.65K | 3.27% | 7 |
|
|
2024
Q3 | $7.88M | Sell |
283,529
-9
| -0% | -$250 | 3.13% | 7 |
|
|
2024
Q2 | $11.3M | Sell |
283,538
-29
| -0% | -$1.16K | 5% | 6 |
|
|
2024
Q1 | $12M | Sell |
283,567
-6,074
| -2% | -$258K | 5.53% | 5 |
|
|
2023
Q4 | $13.9M | Buy |
289,641
+26
| +0% | +$1.24K | 6.6% | 5 |
|
|
2023
Q3 | $12.3M | Sell |
289,615
-11
| -0% | -$465 | 6.59% | 5 |
|
|
2023
Q2 | $14.9M | Buy |
289,626
+12
| +0% | +$615 | 7.77% | 4 |
|
|
2023
Q1 | $13.8M | Buy |
289,614
+5
| +0% | +$238 | 7.34% | 5 |
|
|
2022
Q4 | $12.4M | Buy |
289,609
+80,053
| +38% | +$3.42M | 7.07% | 5 |
|
|
2022
Q3 | $7.7M | Buy |
209,556
+2,834
| +1% | +$104K | 7.01% | 5 |
|
|
2022
Q2 | $8.01M | Sell |
206,722
-33
| -0% | -$1.28K | 6.62% | 6 |
|
|
2022
Q1 | $9.13M | Sell |
206,755
-30
| -0% | -$1.33K | 7.1% | 5 |
|
|
2021
Q4 | $10.8M | Sell |
206,785
-26,767
| -11% | -$1.39M | 7.04% | 5 |
|
|
2021
Q3 | $9.96M | Buy |
233,552
+43,245
| +23% | +$1.84M | 6.61% | 6 |
|
|
2021
Q2 | $8.53M | Hold |
190,307
| – | – | 5.85% | 6 |
|
|
2021
Q1 | $9.08M | Buy |
+190,307
| New | +$9.08M | 7.81% | 6 |
|