Steward Partners Investment Advisory’s Hancock Whitney HWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,277
| Closed | -$111K | – | 3612 |
|
|
2023
Q4 | $111K | Hold |
2,277
| – | – | ﹤0.01% | 1638 |
|
|
2023
Q3 | $84.2K | Buy |
2,277
+232
| +11% | +$8.58K | ﹤0.01% | 1658 |
|
|
2023
Q2 | $78.5K | Buy |
2,045
+309
| +18% | +$11.9K | ﹤0.01% | 1692 |
|
|
2023
Q1 | $63.2K | Buy |
1,736
+3
| +0.2% | +$109 | ﹤0.01% | 1773 |
|
|
2022
Q4 | $83.9K | Buy |
1,733
+1
| +0.1% | +$48 | ﹤0.01% | 1614 |
|
|
2022
Q3 | $79K | Buy |
1,732
+326
| +23% | +$14.9K | ﹤0.01% | 1588 |
|
|
2022
Q2 | $62K | Buy |
1,406
+800
| +132% | +$35.3K | ﹤0.01% | 1699 |
|
|
2022
Q1 | $32K | Buy |
606
+526
| +658% | +$27.8K | ﹤0.01% | 2141 |
|
|
2021
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 2887 |
|
|
2021
Q3 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 2865 |
|
|
2019
Q3 | – | Sell |
-27
| Closed | -$1K | – | 2680 |
|
|
2019
Q2 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 2528 |
|