Mount Yale Investment Advisors’s Home BancShares HOMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
9,610
+185
| +2% | +$5.27K | 0.02% | 484 |
|
|
2025
Q1 | $266K | Buy |
9,425
+102
| +1% | +$2.88K | 0.02% | 468 |
|
|
2024
Q4 | $264K | Sell |
9,323
-1,873
| -17% | -$53K | 0.02% | 471 |
|
|
2024
Q3 | $303K | Sell |
11,196
-76
| -0.7% | -$2.06K | 0.03% | 430 |
|
|
2024
Q2 | $270K | Sell |
11,272
-49
| -0.4% | -$1.17K | 0.02% | 457 |
|
|
2024
Q1 | $278K | Sell |
11,321
-175
| -2% | -$4.3K | 0.02% | 468 |
|
|
2023
Q4 | $291K | Sell |
11,496
-116
| -1% | -$2.94K | 0.03% | 415 |
|
|
2023
Q3 | $243K | Sell |
11,612
-307
| -3% | -$6.43K | 0.03% | 436 |
|
|
2023
Q2 | $272K | Buy |
11,919
+826
| +7% | +$18.8K | 0.03% | 412 |
|
|
2023
Q1 | $241K | Sell |
11,093
-245
| -2% | -$5.32K | 0.03% | 428 |
|
|
2022
Q4 | $258K | Buy |
11,338
+1,677
| +17% | +$38.2K | 0.03% | 382 |
|
|
2022
Q3 | $217K | Sell |
9,661
-131
| -1% | -$2.94K | 0.03% | 404 |
|
|
2022
Q2 | $203K | Sell |
9,792
-115
| -1% | -$2.38K | 0.03% | 439 |
|
|
2022
Q1 | $224K | Sell |
9,907
-284
| -3% | -$6.42K | 0.02% | 425 |
|
|
2021
Q4 | $248K | Sell |
10,191
-158
| -2% | -$3.85K | 0.03% | 405 |
|
|
2021
Q3 | $244K | Sell |
10,349
-21
| -0.2% | -$495 | 0.03% | 403 |
|
|
2021
Q2 | $256K | Sell |
10,370
-112
| -1% | -$2.77K | 0.03% | 358 |
|
|
2021
Q1 | $284K | Sell |
10,482
-3,370
| -24% | -$91.3K | 0.04% | 324 |
|
|
2020
Q4 | $270K | Buy |
13,852
+1,627
| +13% | +$31.7K | 0.04% | 317 |
|
|
2020
Q3 | $185K | Buy |
12,225
+1,017
| +9% | +$15.4K | 0.03% | 334 |
|
|
2020
Q2 | $172K | Buy |
+11,208
| New | +$172K | 0.03% | 314 |
|