United Capital Financial Advisors’s Home BancShares HOMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$338K	Buy	+12,535	New	+$353K	﹤0.01%	1278
2024 Q3	–	Sell	-10,473	Closed	-$251K	–	1078
2024 Q2	$251K	Sell	10,473 -155	-1%	-$3.68K	﹤0.01%	908
2024 Q1	$261K	Sell	10,628 -39	-0.4%	-$928	﹤0.01%	925
2023 Q4	$270K	Buy	10,667 +667	+7%	+$14.9K	﹤0.01%	906
2023 Q3	$209K	Sell	10,000 -38	-0.4%	-$865	﹤0.01%	794
2023 Q2	$229K	Buy	10,038 +16	+0.2%	+$349	﹤0.01%	826
2023 Q1	$218K	Sell	10,022 -7,468	-43%	-$172K	﹤0.01%	907
2022 Q4	$399K	Sell	17,490 -107	-0.6%	-$2.6K	﹤0.01%	802
2022 Q3	$396K	Sell	17,597 -116	-0.7%	-$2.69K	﹤0.01%	820
2022 Q2	$368K	Buy	17,713 +132	+0.8%	+$2.85K	﹤0.01%	883
2022 Q1	$397K	Buy	17,581 +95	+0.5%	+$2.25K	﹤0.01%	906
2021 Q4	$426K	Buy	17,486 +5	+0%	+$123	﹤0.01%	913
2021 Q3	$411K	Sell	17,481 -121	-0.7%	-$2.69K	﹤0.01%	912
2021 Q2	$434K	Buy	17,602 +104	+0.6%	+$2.81K	﹤0.01%	907
2021 Q1	$473K	Buy	17,498 +121	+0.7%	+$2.91K	﹤0.01%	861
2020 Q4	$339K	Sell	17,377 -5	-0%	-$91	﹤0.01%	954
2020 Q3	$264K	Buy	17,382 +10	+0.1%	+$161	﹤0.01%	991
2020 Q2	$267K	Sell	17,372 -630	-3%	-$8.85K	﹤0.01%	1022
2020 Q1	$216K	Buy	18,002 +30	+0.2%	+$520	﹤0.01%	1052
2019 Q4	$353K	Sell	17,972 -2,539	-12%	-$47.9K	﹤0.01%	1083
2019 Q3	$385K	Sell	20,511 -6,440	-24%	-$120K	﹤0.01%	1019
2019 Q2	$519K	Buy	26,951 +54	+0.2%	+$1.01K	﹤0.01%	1040
2019 Q1	$473K	Hold	26,897	–	–	﹤0.01%	993
2018 Q4	$439K	Buy	26,897 +1	+0%	+$19	﹤0.01%	959
2018 Q3	$589K	Hold	26,896	–	–	﹤0.01%	928
2018 Q2	$607K	Buy	26,896 +1,661	+7%	+$38.4K	﹤0.01%	898
2018 Q1	$576K	Sell	25,235 -30,079	-54%	-$721K	﹤0.01%	926
2017 Q4	$1.29M	Buy	+55,314	New	+$1.29M	0.01%	720