Forvis Mazars Wealth Advisors’s Home BancShares HOMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-23,760
| Closed | -$434K | – | 190 |
|
2015
Q2 | $434K | Hold |
23,760
| – | – | 0.07% | 115 |
|
2015
Q1 | $403K | Hold |
23,760
| – | – | 0.06% | 124 |
|
2014
Q4 | $382K | Hold |
23,760
| – | – | 0.06% | 112 |
|
2014
Q3 | $349K | Hold |
23,760
| – | – | 0.06% | 104 |
|
2014
Q2 | $390K | Sell |
23,760
-22,924
| -49% | -$376K | 0.07% | 100 |
|
2014
Q1 | $803K | Buy |
46,684
+50
| +0.1% | +$860 | 0.14% | 85 |
|
2013
Q4 | $871K | Sell |
46,634
-886
| -2% | -$16.5K | 0.16% | 82 |
|
2013
Q3 | $722K | Hold |
47,520
| – | – | 0.15% | 86 |
|
2013
Q2 | $617K | Buy |
+47,520
| New | +$617K | 0.49% | 56 |
|