Plante Moran Financial Advisors’s Horizon Bancorp HBNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.9K | Hold |
3,897
| – | – | ﹤0.01% | 308 |
|
|
2025
Q1 | $58.8K | Hold |
3,897
| – | – | 0.01% | 313 |
|
|
2024
Q4 | $62.8K | Hold |
3,897
| – | – | 0.01% | 312 |
|
|
2024
Q3 | $60.6K | Hold |
3,897
| – | – | 0.01% | 357 |
|
|
2024
Q2 | $48.2K | Hold |
3,897
| – | – | ﹤0.01% | 341 |
|
|
2024
Q1 | $50K | Hold |
3,897
| – | – | 0.01% | 334 |
|
|
2023
Q4 | $55.8K | Hold |
3,897
| – | – | 0.01% | 308 |
|
|
2023
Q3 | $41.6K | Hold |
3,897
| – | – | 0.01% | 312 |
|
|
2023
Q2 | $40.6K | Hold |
3,897
| – | – | ﹤0.01% | 326 |
|
|
2023
Q1 | $43.1K | Hold |
3,897
| – | – | 0.01% | 310 |
|
|
2022
Q4 | $58.8K | Hold |
3,897
| – | – | 0.01% | 286 |
|
|
2022
Q3 | $70K | Hold |
3,897
| – | – | 0.01% | 260 |
|
|
2022
Q2 | $68K | Hold |
3,897
| – | – | 0.01% | 273 |
|
|
2022
Q1 | $73K | Hold |
3,897
| – | – | 0.01% | 274 |
|
|
2021
Q4 | $81K | Sell |
3,897
-500
| -11% | -$10.4K | 0.01% | 280 |
|
|
2021
Q3 | $80K | Hold |
4,397
| – | – | 0.02% | 300 |
|
|
2021
Q2 | $77K | Hold |
4,397
| – | – | 0.02% | 288 |
|
|
2021
Q1 | $82K | Buy |
4,397
+500
| +13% | +$9.33K | 0.02% | 279 |
|
|
2020
Q4 | $62K | Hold |
3,897
| – | – | 0.02% | 315 |
|
|
2020
Q3 | $39K | Hold |
3,897
| – | – | 0.01% | 363 |
|
|
2020
Q2 | $42K | Hold |
3,897
| – | – | 0.02% | 314 |
|
|
2020
Q1 | $38K | Hold |
3,897
| – | – | 0.02% | 298 |
|
|
2019
Q4 | $74K | Sell |
3,897
-2,593
| -40% | -$49.2K | 0.03% | 260 |
|
|
2019
Q3 | $113K | Hold |
6,490
| – | – | 0.03% | 225 |
|
|
2019
Q2 | $106K | Hold |
6,490
| – | – | 0.03% | 212 |
|
|
2019
Q1 | $104K | Hold |
6,490
| – | – | 0.03% | 217 |
|
|
2018
Q4 | $102K | Hold |
6,490
| – | – | 0.04% | 204 |
|
|
2018
Q3 | $128K | Hold |
6,490
| – | – | 0.04% | 189 |
|
|
2018
Q2 | $134K | Sell |
6,490
-1
| -0% | -$21 | 0.07% | 196 |
|
|
2018
Q1 | $130K | Hold |
6,491
| – | – | 0.07% | 195 |
|
|
2017
Q4 | $120K | Sell |
6,491
-148
| -2% | -$2.74K | 0.07% | 195 |
|
|
2017
Q3 | $129K | Hold |
6,639
| – | – | 0.08% | 170 |
|
|
2017
Q2 | $117K | Hold |
6,639
| – | – | 0.07% | 179 |
|
|
2017
Q1 | $116K | Sell |
6,639
-227
| -3% | -$3.97K | 0.07% | 188 |
|
|
2016
Q4 | $128K | Sell |
6,866
-1
| -0% | -$19 | 0.08% | 187 |
|
|
2016
Q3 | $90K | Hold |
6,867
| – | – | 0.06% | 217 |
|
|
2016
Q2 | $77K | Sell |
6,867
-473
| -6% | -$5.3K | 0.06% | 226 |
|
|
2016
Q1 | $81K | Sell |
7,340
-812
| -10% | -$8.96K | 0.06% | 201 |
|
|
2015
Q4 | $101K | Sell |
8,152
-7,301
| -47% | -$90.5K | 0.08% | 186 |
|
|
2015
Q3 | $163K | Hold |
15,453
| – | – | 0.13% | 119 |
|
|
2015
Q2 | $171K | Hold |
15,453
| – | – | 0.12% | 128 |
|
|
2015
Q1 | $161K | Sell |
15,453
-26,127
| -63% | -$272K | 0.11% | 134 |
|
|
2014
Q4 | $483K | Sell |
41,580
-1,935
| -4% | -$22.5K | 0.36% | 58 |
|
|
2014
Q3 | $446K | Buy |
+43,515
| New | +$446K | 0.39% | 57 |
|