Pathstone Family Office’s Horace Mann Educators HMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $215K | Buy |
+7,310
| New | +$215K | ﹤0.01% | 1470 |
|
|
2023
Q1 | – | Sell |
-18,852
| Closed | -$571K | – | 1337 |
|
|
2022
Q4 | $571K | Buy |
18,852
+10,202
| +118% | +$309K | ﹤0.01% | 1041 |
|
|
2022
Q3 | $305K | Sell |
8,650
-1,899
| -18% | -$67K | ﹤0.01% | 1215 |
|
|
2022
Q2 | $405K | Buy |
10,549
+2,136
| +25% | +$82K | 0.01% | 663 |
|
|
2022
Q1 | $352K | Buy |
8,413
+31
| +0.4% | +$1.3K | 0.01% | 685 |
|
|
2021
Q4 | $324K | Buy |
8,382
+39
| +0.5% | +$1.51K | 0.01% | 685 |
|
|
2021
Q3 | $332K | Buy |
8,343
+2,012
| +32% | +$80.1K | 0.01% | 640 |
|
|
2021
Q2 | $237K | Buy |
+6,331
| New | +$237K | 0.01% | 715 |
|
|
2014
Q1 | – | Sell |
-720
| Closed | -$23K | – | 213 |
|
|
2013
Q4 | $23K | Buy |
+720
| New | +$23K | 0.05% | 88 |
|
|
2013
Q3 | – | Sell |
-720
| Closed | -$18K | – | 362 |
|
|
2013
Q2 | $18K | Buy |
+720
| New | +$18K | 0.02% | 199 |
|