Phillips Wealth Planners’s Huntington Bancshares HBAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,041
| Closed | -$161K | – | 183 |
|
|
2024
Q4 | $161K | Sell |
10,041
-2,365
| -19% | -$37.9K | 0.16% | 175 |
|
|
2024
Q3 | $197K | Sell |
12,406
-278
| -2% | -$4.4K | 0.19% | 193 |
|
|
2024
Q2 | $166K | Sell |
12,684
-80
| -0.6% | -$1.05K | 0.17% | 176 |
|
|
2024
Q1 | $166K | Buy |
+12,764
| New | +$166K | 0.19% | 172 |
|
|
2023
Q4 | – | Sell |
-12,495
| Closed | -$125K | – | 163 |
|
|
2023
Q3 | $125K | Sell |
12,495
-28
| -0.2% | -$281 | 0.17% | 144 |
|
|
2023
Q2 | $135K | Buy |
12,523
+339
| +3% | +$3.65K | 0.18% | 144 |
|
|
2023
Q1 | $134K | Sell |
12,184
-110
| -0.9% | -$1.21K | 0.18% | 145 |
|
|
2022
Q4 | $189K | Buy |
+12,294
| New | +$189K | 0.33% | 102 |
|