Morgan Stanley’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 | $2.05M | Buy |
81,155
+11,905
| +17% | +$300K | ﹤0.01% | 4685 |
|
2025
Q1 | $1.55M | Buy |
69,250
+1,802
| +3% | +$40.4K | ﹤0.01% | 4762 |
|
2024
Q4 | $1.48M | Buy |
67,448
+1,323
| +2% | +$29K | ﹤0.01% | 4890 |
|
2024
Q3 | $1.45M | Buy |
66,125
+22,025
| +50% | +$482K | ﹤0.01% | 4837 |
|
2024
Q2 | $901K | Sell |
44,100
-5,071
| -10% | -$104K | ﹤0.01% | 5023 |
|
2024
Q1 | $936K | Sell |
49,171
-69,035
| -58% | -$1.31M | ﹤0.01% | 4983 |
|
2023
Q4 | $2.5M | Buy |
118,206
+76,394
| +183% | +$1.61M | ﹤0.01% | 4799 |
|
2023
Q3 | $763K | Sell |
41,812
-5,547
| -12% | -$101K | ﹤0.01% | 4951 |
|
2023
Q2 | $873K | Buy |
47,359
+1,375
| +3% | +$25.4K | ﹤0.01% | 4913 |
|
2023
Q1 | $907K | Sell |
45,984
-28,391
| -38% | -$560K | ﹤0.01% | 4914 |
|
2022
Q4 | $1.46M | Buy |
74,375
+5,343
| +8% | +$105K | ﹤0.01% | 4654 |
|
2022
Q3 | $1.25M | Sell |
69,032
-11,131
| -14% | -$202K | ﹤0.01% | 4748 |
|
2022
Q2 | $1.43M | Buy |
80,163
+33,703
| +73% | +$602K | ﹤0.01% | 4768 |
|
2022
Q1 | $845K | Sell |
46,460
-9,219
| -17% | -$168K | ﹤0.01% | 5104 |
|
2021
Q4 | $1.04M | Sell |
55,679
-12,483
| -18% | -$234K | ﹤0.01% | 5040 |
|
2021
Q3 | $1.06M | Sell |
68,162
-2,769
| -4% | -$43K | ﹤0.01% | 5010 |
|
2021
Q2 | $1.23M | Buy |
70,931
+13,933
| +24% | +$242K | ﹤0.01% | 4960 |
|
2021
Q1 | $976K | Buy |
56,998
+21,127
| +59% | +$362K | ﹤0.01% | 4744 |
|
2020
Q4 | $543K | Sell |
35,871
-21,339
| -37% | -$323K | ﹤0.01% | 5033 |
|
2020
Q3 | $642K | Sell |
57,210
-860
| -1% | -$9.65K | ﹤0.01% | 4503 |
|
2020
Q2 | $774K | Buy |
58,070
+2,874
| +5% | +$38.3K | ﹤0.01% | 4355 |
|
2020
Q1 | $581K | Sell |
55,196
-37
| -0.1% | -$389 | ﹤0.01% | 4288 |
|
2019
Q4 | $1.05M | Buy |
+55,233
| New | +$1.05M | ﹤0.01% | 4505 |
|