IFP Advisors’s Hancock Whitney HWC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $51.7K | Buy |
374
+354
| +1,770% | +$48.9K | ﹤0.01% | 2030 |
|
2025
Q1 | $1.05K | Hold |
20
| – | – | ﹤0.01% | 3326 |
|
2024
Q4 | $1.09K | Buy |
+20
| New | +$1.09K | ﹤0.01% | 3258 |
|
2023
Q3 | – | Sell |
-41
| Closed | -$1.57K | – | 3422 |
|
2023
Q2 | $1.57K | Sell |
41
-202
| -83% | -$7.76K | ﹤0.01% | 2955 |
|
2023
Q1 | $12.4K | Buy |
243
+33
| +16% | +$1.69K | ﹤0.01% | 2211 |
|
2022
Q4 | $11K | Hold |
210
| – | – | ﹤0.01% | 3320 |
|
2022
Q3 | $11K | Buy |
210
+8
| +4% | +$419 | ﹤0.01% | 3579 |
|
2022
Q2 | $10K | Hold |
202
| – | – | ﹤0.01% | 3399 |
|
2022
Q1 | $10K | Buy |
202
+155
| +330% | +$7.67K | ﹤0.01% | 3399 |
|
2021
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 2743 |
|
2021
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 2795 |
|
2021
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 2720 |
|
2021
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 2645 |
|
2020
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 2595 |
|
2020
Q3 | $1K | Sell |
47
-44
| -48% | -$936 | ﹤0.01% | 2615 |
|
2020
Q2 | $2K | Buy |
+91
| New | +$2K | ﹤0.01% | 2366 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 3138 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 3184 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 3313 |
|
2019
Q1 | – | Sell |
-145
| Closed | -$5K | – | 2801 |
|
2018
Q4 | $5K | Hold |
145
| – | – | ﹤0.01% | 2795 |
|
2018
Q3 | $7K | Sell |
145
-127
| -47% | -$6.13K | ﹤0.01% | 3012 |
|
2018
Q2 | $13K | Sell |
272
-167
| -38% | -$7.98K | ﹤0.01% | 2694 |
|
2018
Q1 | $22K | Hold |
439
| – | – | ﹤0.01% | 2322 |
|
2017
Q4 | $22K | Sell |
439
-3,681
| -89% | -$184K | ﹤0.01% | 2319 |
|
2017
Q3 | $200K | Sell |
4,120
-198
| -5% | -$9.61K | 0.01% | 1139 |
|
2017
Q2 | $212K | Sell |
4,318
-180
| -4% | -$8.84K | 0.01% | 1099 |
|
2017
Q1 | $205K | Buy |
4,498
+275
| +7% | +$12.5K | 0.01% | 1102 |
|
2016
Q4 | $182K | Buy |
4,223
+515
| +14% | +$22.2K | 0.01% | 1101 |
|
2016
Q3 | $120K | Hold |
3,708
| – | – | 0.01% | 1266 |
|
2016
Q2 | $97K | Buy |
+3,708
| New | +$97K | 0.01% | 1352 |
|
2016
Q1 | – | Sell |
-3,765
| Closed | -$95K | – | 2844 |
|
2015
Q4 | $95K | Buy |
+3,765
| New | +$95K | 0.01% | 1201 |
|