Summit Financial Wealth Advisors’s Hancock Whitney HWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.47M | Sell |
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|
2025
Q2 | $5.09M | Sell |
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|
2025
Q1 | $4.68M | Sell |
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|
2024
Q4 | $5.26M | Sell |
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|
2024
Q3 | $4.58M | Sell |
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|
2024
Q2 | $6.89M | Sell |
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|
2024
Q1 | $8.72M | Sell |
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|
2023
Q4 | $9.49M | Sell |
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|
2023
Q3 | $7.44M | Sell |
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|
2023
Q2 | $8.57M | Buy |
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|
2023
Q1 | $4.54M | Buy |
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|
2022
Q4 | $5.95M | Buy |
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|
2022
Q3 | $6.67M | Buy |
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|
2022
Q2 | $5.74M | Buy |
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|
2022
Q1 | $6.11M | Sell |
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|
2021
Q4 | $6.81M | Buy |
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|
2021
Q3 | $5.99M | Buy |
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|
2021
Q2 | $5.65M | Buy |
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|
2021
Q1 | $4.29M | Buy |
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|
2020
Q4 | $2.36M | Buy |
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|
2020
Q3 | $2.91M | Sell |
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|
2020
Q2 | $2.37M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $27K | Hold |
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|
2015
Q2 | $31K | Hold |
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|
2015
Q1 | $30K | Hold |
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|
2014
Q4 | $31K | Buy |
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