Summit Financial Wealth Advisors’s Home Bancorp HBCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.19M | Buy |
|
|||||
|
2025
Q2 | $1.14M | Buy |
|
|||||
|
2025
Q1 | $968K | Sell |
|
|||||
|
2024
Q4 | $1.12M | Sell |
|
|||||
|
2024
Q3 | $1.04M | Buy |
|
|||||
|
2024
Q2 | $830K | Sell |
|
|||||
|
2024
Q1 | $833K | Buy |
|
|||||
|
2023
Q4 | $914K | Buy |
|
|||||
|
2023
Q3 | $791K | Buy |
|
|||||
|
2023
Q2 | $722K | Buy |
|
|||||
|
2023
Q1 | $708K | Buy |
|
|||||
|
2022
Q4 | $847K | Hold |
|
|||||
|
2022
Q3 | $887K | Hold |
|
|||||
|
2022
Q2 | $792K | Hold |
|
|||||
|
2022
Q1 | $863K | Buy |
|
|||||
|
2021
Q4 | $874K | Hold |
|
|||||
|
2021
Q3 | $794K | Buy |
|
|||||
|
2021
Q2 | $601K | Sell |
|
|||||
|
2021
Q1 | $467K | Buy |
|
|||||
|
2020
Q4 | $389K | Sell |
|
|||||
|
2020
Q3 | $438K | Sell |
|
|||||
|
2020
Q2 | $425K | Hold |
|
|||||
|
2020
Q1 | $442K | Sell |
|
|||||
|
2019
Q4 | $638K | Sell |
|
|||||
|
2019
Q3 | $690K | Hold |
|
|||||
|
2019
Q2 | $689K | Hold |
|
|||||
|
2019
Q1 | $622K | Hold |
|
|||||
|
2018
Q4 | $634K | Sell |
|
|||||
|
2018
Q3 | $796K | Buy |
|
|||||
|
2018
Q2 | $602K | Hold |
|
|||||
|
2018
Q1 | $602K | Hold |
|
|||||
|
2017
Q4 | $603K | Sell |
|
|||||
|
2017
Q3 | $688K | Hold |
|
|||||
|
2017
Q2 | $699K | Hold |
|
|||||
|
2017
Q1 | $555K | Sell |
|
|||||
|
2016
Q4 | $847K | Sell |
|
|||||
|
2016
Q3 | $1.02M | Sell |
|
|||||
|
2016
Q2 | $1.11M | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $283K | Hold |
|
|||||
|
2015
Q2 | $277K | Hold |
|
|||||
|
2015
Q1 | $245K | Buy |
|
|||||
|
2014
Q4 | $138K | Buy |
|