Meredith Wealth Planning’s HBT Financial HBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Hold |
9,594
| – | – | 0.09% | 54 |
|
|
2025
Q1 | $215K | Hold |
9,594
| – | – | 0.09% | 51 |
|
|
2024
Q4 | $210K | Hold |
9,594
| – | – | 0.09% | 51 |
|
|
2024
Q3 | $210K | Buy |
+9,594
| New | +$210K | 0.1% | 46 |
|
|
2024
Q1 | – | Sell |
-9,594
| Closed | -$203K | – | 43 |
|
|
2023
Q4 | $203K | Buy |
+9,594
| New | +$203K | 0.13% | 43 |
|