IFP Advisors’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4
| Closed | -$97 | – | 3166 |
|
|
2025
Q1 | $97 | Hold |
4
| – | – | ﹤0.01% | 3862 |
|
|
2024
Q4 | $123 | Buy |
+4
| New | +$123 | ﹤0.01% | 3961 |
|
|
2023
Q4 | – | Sell |
-422
| Closed | -$17.9K | – | 3180 |
|
|
2023
Q3 | $17.9K | Hold |
422
| – | – | ﹤0.01% | 1996 |
|
|
2023
Q2 | $21.6K | Hold |
422
| – | – | ﹤0.01% | 1958 |
|
|
2023
Q1 | $17.6K | Sell |
422
-74
| -15% | -$3.09K | ﹤0.01% | 2065 |
|
|
2022
Q4 | $22K | Buy |
496
+73
| +17% | +$3.24K | ﹤0.01% | 2811 |
|
|
2022
Q3 | $18K | Hold |
423
| – | – | ﹤0.01% | 3186 |
|
|
2022
Q2 | $18K | Hold |
423
| – | – | ﹤0.01% | 2941 |
|
|
2022
Q1 | $18K | Sell |
423
-31
| -7% | -$1.32K | ﹤0.01% | 2941 |
|
|
2021
Q4 | $24K | Hold |
454
| – | – | ﹤0.01% | 1831 |
|
|
2021
Q3 | $19K | Hold |
454
| – | – | ﹤0.01% | 1953 |
|
|
2021
Q2 | $20K | Hold |
454
| – | – | ﹤0.01% | 1923 |
|
|
2021
Q1 | $22K | Hold |
454
| – | – | ﹤0.01% | 1808 |
|
|
2020
Q4 | $18K | Hold |
454
| – | – | ﹤0.01% | 1833 |
|
|
2020
Q3 | $13K | Hold |
454
| – | – | ﹤0.01% | 1803 |
|
|
2020
Q2 | $12K | Hold |
454
| – | – | ﹤0.01% | 1742 |
|
|
2020
Q1 | $9K | Buy |
+454
| New | +$9K | ﹤0.01% | 1803 |
|
|
2019
Q4 | – | Sell |
-127
| Closed | -$4K | – | 3167 |
|
|
2019
Q3 | $4K | Buy |
+127
| New | +$4K | ﹤0.01% | 2422 |
|
|
2019
Q1 | – | Sell |
-11
| Closed | – | – | 2777 |
|
|
2018
Q4 | $0 | Sell |
11
-120
| -92% | – | ﹤0.01% | 3628 |
|
|
2018
Q3 | $7K | Sell |
131
-3,631
| -97% | -$194K | ﹤0.01% | 3010 |
|
|
2018
Q2 | $177K | Sell |
3,762
-35
| -0.9% | -$1.65K | 0.01% | 1125 |
|
|
2018
Q1 | $170K | Hold |
3,797
| – | – | 0.01% | 1063 |
|
|
2017
Q4 | $170K | Buy |
3,797
+189
| +5% | +$8.46K | 0.01% | 1062 |
|
|
2017
Q3 | $140K | Hold |
3,608
| – | – | 0.01% | 1348 |
|
|
2017
Q2 | $130K | Buy |
3,608
+35
| +1% | +$1.26K | 0.01% | 1381 |
|
|
2017
Q1 | $128K | Buy |
3,573
+14
| +0.4% | +$502 | 0.01% | 1350 |
|
|
2016
Q4 | $136K | Buy |
3,559
+3,404
| +2,196% | +$130K | 0.01% | 1256 |
|
|
2016
Q3 | $5K | Buy |
155
+116
| +297% | +$3.74K | ﹤0.01% | 3211 |
|
|
2016
Q2 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 3614 |
|
|
2016
Q1 | – | Sell |
-36
| Closed | -$1K | – | 2820 |
|
|
2015
Q4 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 3506 |
|