True Wealth Design’s HarborOne Bancorp HONE Stock Holding History

True Wealth Design’s Portfolio HONE Stock Details HONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-34	Closed	-$463	–	2675
2025 Q3	$463	Buy	34 +11	+48%	+$137	﹤0.01%	2037
2025 Q2	$269	Sell	23 -69	-75%	-$754	﹤0.01%	1981
2025 Q1	$955	Buy	92 +87	+1,740%	+$995	﹤0.01%	1278
2024 Q4	$60	Buy	+5	New	+$63	﹤0.01%	1306

Other funds holding HONE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's HONE Position: Q4 2025 in Review

True Wealth Design sold out of HarborOne Bancorp (HONE) in Q4 2025, closing a stake of 34 shares — an estimated $463 sold.

True Wealth Design first reported a position in HONE in Q4 2024 and held it in 4 quarters. The position peaked at $955 in Q1 2025. 1 fund tracked by Wall St. Rank holds HONE as of Q4 2025.

True Wealth Design reported no remaining HarborOne Bancorp position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 34 HarborOne Bancorp shares in Q4 2025, an estimated $463.
True Wealth Design first reported a position in HarborOne Bancorp in Q4 2024 and held it in 4 quarters.
True Wealth Design's HarborOne Bancorp position peaked at $955 in Q1 2025.
1 fund tracked by Wall St. Rank held HarborOne Bancorp as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.