Shelton Capital Management’s Home BancShares HOMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-7,415
| Closed | -$206K | – | 756 |
|
|
2025
Q4 | $206K | Hold |
7,415
| – | – | ﹤0.01% | 663 |
|
|
2025
Q3 | $210K | Buy |
7,415
+361
| +5% | +$10.5K | ﹤0.01% | 673 |
|
|
2025
Q2 | $201K | Buy |
+7,054
| New | +$196K | ﹤0.01% | 678 |
|
|
2025
Q1 | – | Sell |
-7,435
| Closed | -$210K | – | 727 |
|
|
2024
Q4 | $210K | Sell |
7,435
-41
| -0.5% | -$1.18K | 0.01% | 676 |
|
|
2024
Q3 | $203K | Buy |
+7,476
| New | +$199K | 0.01% | 715 |
|
|
2024
Q1 | – | Sell |
-8,093
| Closed | -$205K | – | 751 |
|
|
2023
Q4 | $205K | Buy |
+8,093
| New | +$180K | 0.01% | 685 |
|
|
2022
Q1 | – | Sell |
-8,489
| Closed | -$207K | – | 836 |
|
|
2021
Q4 | $207K | Buy |
+8,489
| New | +$209K | 0.01% | 783 |
|
|
2021
Q3 | – | Sell |
-8,489
| Closed | -$210K | – | 826 |
|
|
2021
Q2 | $210K | Hold |
8,489
| – | – | 0.01% | 776 |
|
|
2021
Q1 | $230K | Buy |
+8,489
| New | +$204K | 0.01% | 687 |
|
|
2018
Q4 | – | Sell |
-9,497
| Closed | -$208K | – | 839 |
|
|
2018
Q3 | $208K | Hold |
9,497
| – | – | 0.01% | 838 |
|
|
2018
Q2 | $214K | Hold |
9,497
| – | – | 0.01% | 763 |
|
|
2018
Q1 | $217K | Hold |
9,497
| – | – | 0.01% | 735 |
|
|
2017
Q4 | $221K | Hold |
9,497
| – | – | 0.01% | 771 |
|
|
2017
Q3 | $240K | Hold |
9,497
| – | – | 0.02% | 694 |
|
|
2017
Q2 | $236K | Sell |
9,497
-1,789
| -16% | -$44.6K | 0.02% | 726 |
|
|
2017
Q1 | $306K | Buy |
11,286
+1,054
| +10% | +$28.9K | 0.02% | 564 |
|
|
2016
Q4 | $284K | Hold |
10,232
| – | – | 0.02% | 640 |
|
|
2016
Q3 | $213K | Hold |
10,232
| – | – | 0.02% | 724 |
|
|
2016
Q2 | $202K | Hold |
10,232
| – | – | 0.02% | 720 |
|
|
2016
Q1 | $210K | Buy |
+10,232
| New | +$201K | 0.02% | 706 |
|
Other funds holding HOMB
VPM
VCM
