SeaCrest Wealth Management’s Hingham Institution for Saving HIFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-801
| Closed | -$204K | – | 678 |
|
|
2024
Q4 | $204K | Buy |
+801
| New | +$204K | 0.02% | 616 |
|
|
2024
Q1 | – | Sell |
-1,001
| Closed | -$200K | – | 633 |
|
|
2023
Q4 | $200K | Buy |
+1,001
| New | +$200K | 0.02% | 582 |
|
|
2023
Q3 | – | Sell |
-1,001
| Closed | -$213K | – | 635 |
|
|
2023
Q2 | $213K | Sell |
1,001
-1,000
| -50% | -$213K | 0.03% | 558 |
|
|
2023
Q1 | $467K | Sell |
2,001
-250
| -11% | -$58.4K | 0.06% | 339 |
|
|
2022
Q4 | $621K | Hold |
2,251
| – | – | 0.09% | 266 |
|
|
2022
Q3 | $565K | Hold |
2,251
| – | – | 0.09% | 263 |
|
|
2022
Q2 | $639K | Hold |
2,251
| – | – | 0.08% | 259 |
|
|
2022
Q1 | $772K | Hold |
2,251
| – | – | 0.09% | 235 |
|
|
2021
Q4 | $945K | Hold |
2,251
| – | – | 0.1% | 199 |
|
|
2021
Q3 | $758K | Hold |
2,251
| – | – | 0.09% | 230 |
|
|
2021
Q2 | $654K | Hold |
2,251
| – | – | 0.08% | 276 |
|
|
2021
Q1 | $639K | Sell |
2,251
-221
| -9% | -$62.7K | 0.08% | 257 |
|
|
2020
Q4 | $534K | Sell |
2,472
-289
| -10% | -$62.4K | 0.08% | 278 |
|
|
2020
Q3 | $508K | Buy |
2,761
+1
| +0% | +$184 | 0.08% | 246 |
|
|
2020
Q2 | $463K | Hold |
2,760
| – | – | 0.08% | 262 |
|
|
2020
Q1 | $400K | Hold |
2,760
| – | – | 0.09% | 255 |
|
|
2019
Q4 | $580K | Hold |
2,760
| – | – | 0.1% | 237 |
|
|
2019
Q3 | $522K | Hold |
2,760
| – | – | 0.1% | 249 |
|
|
2019
Q2 | $547K | Buy |
2,760
+6
| +0.2% | +$1.19K | 0.11% | 223 |
|
|
2019
Q1 | $474K | Buy |
2,754
+5
| +0.2% | +$861 | 0.08% | 244 |
|
|
2018
Q4 | $544K | Buy |
2,749
+5
| +0.2% | +$989 | 0.11% | 191 |
|
|
2018
Q3 | $603K | Buy |
2,744
+4
| +0.1% | +$879 | 0.1% | 215 |
|
|
2018
Q2 | $602K | Buy |
2,740
+5
| +0.2% | +$1.1K | 0.11% | 207 |
|
|
2018
Q1 | $563K | Buy |
2,735
+4
| +0.1% | +$823 | 0.1% | 213 |
|
|
2017
Q4 | $565K | Buy |
+2,731
| New | +$565K | 0.1% | 209 |
|