HB Wealth Management’s Main Street Capital MAIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$710K	Buy	13,408 +951	+8%	+$56.3K	﹤0.01%	817
2025 Q4	$752K	Buy	12,457 +1,386	+13%	+$81.7K	﹤0.01%	729
2025 Q3	$704K	Buy	11,071 +6,614	+148%	+$427K	﹤0.01%	715
2025 Q2	$263K	Sell	4,457 -6,550	-60%	-$362K	﹤0.01%	991
2025 Q1	$623K	Buy	11,007 +1,332	+14%	+$79.2K	0.01%	696
2024 Q4	$567K	Buy	9,675 +88	+0.9%	+$4.69K	0.01%	578
2024 Q3	$481K	Buy	9,587 +91	+1%	+$4.55K	0.01%	595
2024 Q2	$479K	Buy	9,496 +91	+1%	+$4.44K	0.01%	557
2024 Q1	$445K	Sell	9,405 -26	-0.3%	-$1.18K	0.01%	543
2023 Q4	$408K	Buy	9,431 +223	+2%	+$9.11K	0.01%	515
2023 Q3	$374K	Buy	9,208 +98	+1%	+$4K	0.01%	512
2023 Q2	$365K	Buy	9,110 +98	+1%	+$3.89K	0.01%	496
2023 Q1	$356K	Buy	9,012 +198	+2%	+$7.8K	0.01%	495
2022 Q4	$326K	Buy	+8,814	New	+$322K	0.01%	495