WBI Investments’s Hope Bancorp HOPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Sell |
14,740
-387
| -3% | -$4.15K | 0.04% | 268 |
|
|
2025
Q1 | $158K | Sell |
15,127
-774
| -5% | -$8.1K | 0.04% | 224 |
|
|
2024
Q4 | $195K | Buy |
15,901
+3,337
| +27% | +$41K | 0.05% | 197 |
|
|
2024
Q3 | $158K | Buy |
+12,564
| New | +$158K | 0.04% | 226 |
|
|
2024
Q2 | – | Sell |
-28,100
| Closed | -$323K | – | 194 |
|
|
2024
Q1 | $323K | Sell |
28,100
-7,163
| -20% | -$82.4K | 0.07% | 165 |
|
|
2023
Q4 | $426K | Sell |
35,263
-2,580
| -7% | -$31.2K | 0.09% | 158 |
|
|
2023
Q3 | $335K | Buy |
37,843
+3,566
| +10% | +$31.6K | 0.07% | 158 |
|
|
2023
Q2 | $289K | Buy |
34,277
+20,488
| +149% | +$173K | 0.05% | 172 |
|
|
2023
Q1 | $135K | Buy |
13,789
+237
| +2% | +$2.33K | 0.03% | 177 |
|
|
2022
Q4 | $174K | Sell |
13,552
-5,166
| -28% | -$66.2K | 0.04% | 156 |
|
|
2022
Q3 | $236K | Buy |
18,718
+2,952
| +19% | +$37.2K | 0.07% | 98 |
|
|
2022
Q2 | $218K | Buy |
15,766
+3,701
| +31% | +$51.2K | 0.05% | 116 |
|
|
2022
Q1 | $194K | Buy |
+12,065
| New | +$194K | 0.03% | 175 |
|
|
2021
Q2 | – | Sell |
-38,761
| Closed | -$584K | – | 208 |
|
|
2021
Q1 | $584K | Buy |
38,761
+8,869
| +30% | +$134K | 0.09% | 138 |
|
|
2020
Q4 | $326K | Sell |
29,892
-3,144
| -10% | -$34.3K | 0.05% | 137 |
|
|
2020
Q3 | $251K | Buy |
33,036
+7,869
| +31% | +$59.8K | 0.04% | 115 |
|
|
2020
Q2 | $232K | Buy |
25,167
+1,213
| +5% | +$11.2K | 0.04% | 96 |
|
|
2020
Q1 | $197K | Buy |
23,954
+8,475
| +55% | +$69.7K | 0.04% | 79 |
|
|
2019
Q4 | $230K | Sell |
15,479
-17,414
| -53% | -$259K | 0.02% | 178 |
|
|
2019
Q3 | $472K | Sell |
32,893
-15,127
| -32% | -$217K | 0.04% | 161 |
|
|
2019
Q2 | $662K | Buy |
+48,020
| New | +$662K | 0.06% | 170 |
|
|
2018
Q1 | – | Sell |
-249,008
| Closed | -$4.54M | – | 241 |
|
|
2017
Q4 | $4.54M | Buy |
+249,008
| New | +$4.54M | 0.21% | 89 |
|
|
2016
Q1 | – | Sell |
-188,873
| Closed | -$3.25M | – | 172 |
|
|
2015
Q4 | $3.25M | Buy |
+188,873
| New | +$3.25M | 0.09% | 138 |
|
|
2015
Q2 | – | Sell |
-191,595
| Closed | -$2.77M | – | 250 |
|
|
2015
Q1 | $2.77M | Buy |
+191,595
| New | +$2.77M | 0.07% | 164 |
|