SFM
Systematic Financial Management’s Hancock Whitney HWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Buy |
+105,525
| New | +$6.06M | 0.16% | 146 |
|
|
2023
Q2 | – | Sell |
-6,302
| Closed | -$229K | – | 269 |
|
|
2023
Q1 | $229K | Buy |
+6,302
| New | +$229K | 0.01% | 233 |
|
|
2020
Q1 | – | Sell |
-15,455
| Closed | -$678K | – | 509 |
|
|
2019
Q4 | $678K | Hold |
15,455
| – | – | 0.03% | 222 |
|
|
2019
Q3 | $592K | Sell |
15,455
-10,460
| -40% | -$401K | 0.03% | 220 |
|
|
2019
Q2 | $1.04M | Buy |
25,915
+18,535
| +251% | +$742K | 0.04% | 261 |
|
|
2019
Q1 | $298K | Sell |
7,380
-65
| -0.9% | -$2.63K | 0.01% | 594 |
|
|
2018
Q4 | $258K | Sell |
7,445
-3,410
| -31% | -$118K | 0.01% | 609 |
|
|
2018
Q3 | $516K | Buy |
10,855
+1,040
| +11% | +$49.4K | 0.01% | 599 |
|
|
2018
Q2 | $458K | Sell |
9,815
-6,565
| -40% | -$306K | 0.01% | 588 |
|
|
2018
Q1 | $847K | Buy |
16,380
+10
| +0.1% | +$517 | 0.02% | 562 |
|
|
2017
Q4 | $810K | Sell |
16,370
-6,405
| -28% | -$317K | 0.02% | 559 |
|
|
2017
Q3 | $1.1M | Sell |
22,775
-141,095
| -86% | -$6.83M | 0.02% | 538 |
|
|
2017
Q2 | $8.03M | Sell |
163,870
-705
| -0.4% | -$34.5K | 0.15% | 188 |
|
|
2017
Q1 | $7.5M | Sell |
164,575
-1,330
| -0.8% | -$60.6K | 0.13% | 201 |
|
|
2016
Q4 | $7.15M | Sell |
165,905
-1,155
| -0.7% | -$49.8K | 0.11% | 223 |
|
|
2016
Q3 | $5.42M | Sell |
167,060
-163,445
| -49% | -$5.3M | 0.08% | 253 |
|
|
2016
Q2 | $8.63M | Buy |
+330,505
| New | +$8.63M | 0.12% | 194 |
|