LWAM
Legacy Wealth Asset Management’s Home BancShares HOMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,096
| Closed | -$314K | – | 351 |
|
|
2024
Q4 | $314K | Sell |
11,096
-8,118
| -42% | -$230K | 0.09% | 302 |
|
|
2024
Q3 | $521K | Sell |
19,214
-204
| -1% | -$5.53K | 0.14% | 242 |
|
|
2024
Q2 | $465K | Buy |
19,418
+77
| +0.4% | +$1.85K | 0.13% | 245 |
|
|
2024
Q1 | $475K | Sell |
19,341
-40
| -0.2% | -$983 | 0.13% | 238 |
|
|
2023
Q4 | $491K | Sell |
19,381
-60
| -0.3% | -$1.52K | 0.16% | 229 |
|
|
2023
Q3 | $407K | Sell |
19,441
-6,026
| -24% | -$126K | 0.15% | 243 |
|
|
2023
Q2 | $581K | Sell |
25,467
-379
| -1% | -$8.64K | 0.2% | 169 |
|
|
2023
Q1 | $561K | Sell |
25,846
-530
| -2% | -$11.5K | 0.2% | 172 |
|
|
2022
Q4 | $601K | Buy |
26,376
+226
| +0.9% | +$5.15K | 0.23% | 152 |
|
|
2022
Q3 | $589K | Sell |
26,150
-356
| -1% | -$8.02K | 0.26% | 136 |
|
|
2022
Q2 | $551K | Buy |
26,506
+729
| +3% | +$15.2K | 0.22% | 162 |
|
|
2022
Q1 | $583K | Buy |
25,777
+1,061
| +4% | +$24K | 0.21% | 173 |
|
|
2021
Q4 | $602K | Buy |
24,716
+1,591
| +7% | +$38.8K | 0.2% | 181 |
|
|
2021
Q3 | $544K | Buy |
23,125
+7,780
| +51% | +$183K | 0.25% | 159 |
|
|
2021
Q2 | $379K | Buy |
+15,345
| New | +$379K | 0.17% | 222 |
|