Mount Yale Investment Advisors’s Huntington Bancshares HBAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $833K | Buy |
49,722
+3,393
| +7% | +$56.9K | 0.07% | 243 |
|
2025
Q1 | $695K | Sell |
46,329
-782
| -2% | -$11.7K | 0.06% | 260 |
|
2024
Q4 | $766K | Sell |
47,111
-2,368
| -5% | -$38.5K | 0.06% | 254 |
|
2024
Q3 | $727K | Buy |
49,479
+2,239
| +5% | +$32.9K | 0.07% | 258 |
|
2024
Q2 | $623K | Buy |
47,240
+12,682
| +37% | +$167K | 0.05% | 302 |
|
2024
Q1 | $482K | Buy |
34,558
+17,490
| +102% | +$244K | 0.04% | 354 |
|
2023
Q4 | $217K | Buy |
+17,068
| New | +$217K | 0.02% | 465 |
|
2021
Q1 | – | Sell |
-20,508
| Closed | -$259K | – | 422 |
|
2020
Q4 | $259K | Buy |
20,508
+58
| +0.3% | +$732 | 0.04% | 327 |
|
2020
Q3 | $188K | Buy |
20,450
+5,597
| +38% | +$51.5K | 0.03% | 333 |
|
2020
Q2 | $134K | Buy |
+14,853
| New | +$134K | 0.02% | 321 |
|
2018
Q4 | – | Sell |
-9,927
| Closed | -$146K | – | 502 |
|
2018
Q3 | $146K | Buy |
+9,927
| New | +$146K | 0.03% | 338 |
|