Forum Financial Management’s Hilltop Holdings HTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Hold |
16,056
| – | – | 0.01% | 422 |
|
|
2025
Q1 | $489K | Hold |
16,056
| – | – | 0.01% | 381 |
|
|
2024
Q4 | $460K | Hold |
16,056
| – | – | 0.01% | 407 |
|
|
2024
Q3 | $516K | Hold |
16,056
| – | – | 0.01% | 321 |
|
|
2024
Q2 | $502K | Hold |
16,056
| – | – | 0.01% | 301 |
|
|
2024
Q1 | $503K | Hold |
16,056
| – | – | 0.01% | 324 |
|
|
2023
Q4 | $565K | Sell |
16,056
-2,795
| -15% | -$98.4K | 0.01% | 261 |
|
|
2023
Q3 | $535K | Hold |
18,851
| – | – | 0.01% | 265 |
|
|
2023
Q2 | $593K | Hold |
18,851
| – | – | 0.01% | 256 |
|
|
2023
Q1 | $559K | Sell |
18,851
-1
| -0% | -$30 | 0.02% | 240 |
|
|
2022
Q4 | $566K | Buy |
18,852
+3,851
| +26% | +$116K | 0.02% | 229 |
|
|
2022
Q3 | $373K | Hold |
15,001
| – | – | 0.02% | 287 |
|
|
2022
Q2 | $400K | Sell |
15,001
-8,341
| -36% | -$222K | 0.02% | 277 |
|
|
2022
Q1 | $686K | Sell |
23,342
-563
| -2% | -$16.5K | 0.03% | 184 |
|
|
2021
Q4 | $840K | Buy |
+23,905
| New | +$840K | 0.04% | 151 |
|