Hilltop Holdings’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.47M | Sell |
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|
2025
Q2 | $2.32M | Sell |
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|
2025
Q1 | $2.06M | Sell |
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|
2024
Q4 | $2.26M | Buy |
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|
2024
Q3 | $2.07M | Buy |
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|
2024
Q2 | $1.83M | Sell |
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|
2024
Q1 | $1.85M | Sell |
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|
2023
Q4 | $2.26M | Buy |
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|
2023
Q3 | $1.94M | Buy |
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|
2023
Q2 | $2M | Buy |
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|
2023
Q1 | $1.84M | Sell |
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|
2022
Q4 | $1.99M | Sell |
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|
2022
Q3 | $1.86M | Buy |
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|
2022
Q2 | $1.85M | Sell |
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|
2022
Q1 | $2.23M | Sell |
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|
2021
Q4 | $2.45M | Buy |
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|
2021
Q3 | $2.19M | Buy |
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|
2021
Q2 | $2.15M | Sell |
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|
2021
Q1 | $2M | Buy |
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|
2020
Q4 | $1.58M | Buy |
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|
2020
Q3 | $1.4M | Buy |
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|
2020
Q2 | $1.28M | Buy |
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|
2020
Q1 | $909K | Sell |
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|
2019
Q4 | $1.14M | Buy |
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|
2019
Q3 | $714K | Sell |
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|
2019
Q2 | $705K | Sell |
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|
2019
Q1 | $736K | Buy |
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|
2018
Q4 | $627K | Buy |
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|
2018
Q3 | $616K | Buy |
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|
2018
Q2 | $575K | Hold |
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|
2018
Q1 | $557K | Sell |
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|
2017
Q4 | $566K | Hold |
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|
2017
Q3 | $535K | Hold |
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|
2017
Q2 | $514K | Hold |
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|
2017
Q1 | $500K | Hold |
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|
2016
Q4 | $475K | Hold |
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|
2016
Q3 | $463K | Sell |
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|
2016
Q2 | $463K | Sell |
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|
2016
Q1 | $483K | Sell |
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|
2015
Q4 | $480K | Buy |
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|
2015
Q3 | $447K | Hold |
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|
2015
Q2 | $479K | Hold |
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|
2015
Q1 | $486K | Sell |
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|
2014
Q4 | $488K | Sell |
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|
2014
Q3 | $531K | Hold |
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|
2014
Q2 | $529K | Buy |
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|
2014
Q1 | $447K | Buy |
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|
2013
Q4 | $432K | Sell |
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|
2013
Q3 | $394K | Sell |
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|
2013
Q2 | $390K | Buy |
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