Heritage Wealth Management (Ohio)’s Huntington Bancshares HBAN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$922K	Buy	55,041 +2,750	+5%	+$46.1K	0.3%	85
2025 Q1	$785K	Sell	52,291 -5,280	-9%	-$79.3K	0.27%	99
2024 Q4	$937K	Sell	57,571 -200	-0.3%	-$3.25K	0.31%	82
2024 Q3	$849K	Sell	57,771 -200	-0.3%	-$2.94K	0.28%	92
2024 Q2	$744K	Buy	+57,971	New	+$744K	0.25%	100