UBS AM’s HBT Financial HBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Buy |
23,759
+12,776
| +116% | +$322K | ﹤0.01% | 2469 |
|
|
2025
Q1 | $246K | Hold |
10,983
| – | – | ﹤0.01% | 2569 |
|
|
2024
Q4 | $241K | Sell |
10,983
-5,289
| -33% | -$116K | ﹤0.01% | 2628 |
|
|
2024
Q3 | $356K | Sell |
16,272
-4,409
| -21% | -$96.5K | ﹤0.01% | 2702 |
|
|
2024
Q2 | $422K | Buy |
+20,681
| New | +$422K | ﹤0.01% | 2662 |
|