SFWA
Summit Financial Wealth Advisors’s Hancock Whitney HWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.68M | Sell |
89,249
-159
| -0.2% | -$8.34K | 0.93% | 29 |
|
|
2024
Q4 | $5.26M | Sell |
89,408
-146
| -0.2% | -$8.59K | 1.03% | 26 |
|
|
2024
Q3 | $4.58M | Sell |
89,554
-54,416
| -38% | -$2.78M | 0.86% | 27 |
|
|
2024
Q2 | $6.89M | Sell |
143,970
-45,444
| -24% | -$2.17M | 1.4% | 24 |
|
|
2024
Q1 | $8.72M | Sell |
189,414
-5,896
| -3% | -$271K | 1.77% | 18 |
|
|
2023
Q4 | $9.49M | Sell |
195,310
-33
| -0% | -$1.6K | 2.15% | 13 |
|
|
2023
Q3 | $7.44M | Sell |
195,343
-27,909
| -13% | -$1.06M | 1.83% | 17 |
|
|
2023
Q2 | $8.57M | Buy |
223,252
+98,661
| +79% | +$3.79M | 1.98% | 15 |
|
|
2023
Q1 | $4.54M | Buy |
124,591
+1,599
| +1% | +$58.2K | 1.08% | 27 |
|
|
2022
Q4 | $5.95M | Buy |
122,992
+70
| +0.1% | +$3.39K | 1.44% | 22 |
|
|
2022
Q3 | $6.67M | Buy |
122,922
+2,803
| +2% | +$152K | 1.92% | 18 |
|
|
2022
Q2 | $5.74M | Buy |
120,119
+2,947
| +3% | +$141K | 1.37% | 28 |
|
|
2022
Q1 | $6.11M | Sell |
117,172
-12,972
| -10% | -$677K | 1.24% | 29 |
|
|
2021
Q4 | $6.81M | Buy |
130,144
+2,941
| +2% | +$154K | 1.32% | 27 |
|
|
2021
Q3 | $5.99M | Buy |
127,203
+129
| +0.1% | +$6.08K | 1.36% | 26 |
|
|
2021
Q2 | $5.65M | Buy |
127,074
+1,099
| +0.9% | +$48.8K | 1.28% | 28 |
|
|
2021
Q1 | $4.29M | Buy |
125,975
+438
| +0.3% | +$14.9K | 1.09% | 26 |
|
|
2020
Q4 | $2.36M | Buy |
125,537
+1,130
| +0.9% | +$21.3K | 0.64% | 32 |
|
|
2020
Q3 | $2.91M | Sell |
124,407
-465
| -0.4% | -$10.9K | 0.78% | 28 |
|
|
2020
Q2 | $2.37M | Buy |
+124,872
| New | +$2.37M | 0.63% | 31 |
|
|
2015
Q4 | – | Sell |
-1,000
| Closed | -$27K | – | 161 |
|
|
2015
Q3 | $27K | Hold |
1,000
| – | – | 0.02% | 148 |
|
|
2015
Q2 | $31K | Hold |
1,000
| – | – | 0.02% | 172 |
|
|
2015
Q1 | $30K | Hold |
1,000
| – | – | 0.02% | 146 |
|
|
2014
Q4 | $31K | Buy |
+1,000
| New | +$31K | 0.02% | 138 |
|