SWM
Shakespeare Wealth Management’s Huntington Bancshares HBAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
99,080
+64
| +0.1% | +$1.07K | 0.44% | 25 |
|
|
2025
Q1 | $1.49M | Sell |
99,016
-6,058
| -6% | -$90.9K | 0.4% | 28 |
|
|
2024
Q4 | $1.71M | Buy |
105,074
+20
| +0% | +$325 | 0.46% | 26 |
|
|
2024
Q3 | $1.54M | Sell |
105,054
-2,438
| -2% | -$35.8K | 0.4% | 30 |
|
|
2024
Q2 | $1.42M | Sell |
107,492
-5,233
| -5% | -$69K | 0.41% | 29 |
|
|
2024
Q1 | $1.57M | Sell |
112,725
-21,291
| -16% | -$297K | 0.46% | 27 |
|
|
2023
Q4 | $1.7M | Hold |
134,016
| – | – | 0.53% | 26 |
|
|
2023
Q3 | $1.39M | Hold |
134,016
| – | – | 0.49% | 25 |
|
|
2023
Q2 | $1.44M | Buy |
134,016
+3
| +0% | +$32 | 0.49% | 25 |
|
|
2023
Q1 | $1.5M | Hold |
134,013
| – | – | 0.53% | 23 |
|
|
2022
Q4 | $1.89M | Hold |
134,013
| – | – | 0.69% | 21 |
|
|
2022
Q3 | $1.77M | Sell |
134,013
-40
| -0% | -$527 | 0.74% | 22 |
|
|
2022
Q2 | $1.64M | Sell |
134,053
-2,398
| -2% | -$29.4K | 0.67% | 25 |
|
|
2022
Q1 | $1.97M | Buy |
136,451
+40
| +0% | +$577 | 0.71% | 22 |
|
|
2021
Q4 | $2.1M | Hold |
136,411
| – | – | 0.75% | 22 |
|
|
2021
Q3 | $2.16M | Hold |
136,411
| – | – | 0.83% | 21 |
|
|
2021
Q2 | $2.01M | Buy |
136,411
+23,595
| +21% | +$347K | 0.77% | 23 |
|
|
2021
Q1 | $1.77M | Hold |
112,816
| – | – | 0.73% | 24 |
|
|
2020
Q4 | $1.43M | Hold |
112,816
| – | – | 0.62% | 27 |
|
|
2020
Q3 | $1.04M | Hold |
112,816
| – | – | 0.54% | 31 |
|
|
2020
Q2 | $1.02M | Hold |
112,816
| – | – | 0.6% | 31 |
|
|
2020
Q1 | $926K | Hold |
112,816
| – | – | 0.64% | 29 |
|
|
2019
Q4 | $1.7M | Hold |
112,816
| – | – | 0.92% | 26 |
|
|
2019
Q3 | $1.61M | Sell |
112,816
-47,368
| -30% | -$676K | 0.93% | 26 |
|
|
2019
Q2 | $2.21M | Buy |
+160,184
| New | +$2.21M | 1.43% | 22 |
|