Wealthspan Partners’s HNI Corp HNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Hold |
15,059
| – | – | 0.31% | 51 |
|
|
2025
Q1 | $668K | Sell |
15,059
-708
| -4% | -$31.4K | 0.31% | 54 |
|
|
2024
Q4 | $794K | Hold |
15,767
| – | – | 0.38% | 47 |
|
|
2024
Q3 | $849K | Hold |
15,767
| – | – | 0.42% | 43 |
|
|
2024
Q2 | $710K | Buy |
15,767
+50
| +0.3% | +$2.25K | 0.39% | 46 |
|
|
2024
Q1 | $709K | Hold |
15,717
| – | – | 0.42% | 42 |
|
|
2023
Q4 | $657K | Hold |
15,717
| – | – | 0.46% | 37 |
|
|
2023
Q3 | $544K | Hold |
15,717
| – | – | 0.43% | 40 |
|
|
2023
Q2 | $443K | Buy |
15,717
+9
| +0.1% | +$254 | 0.35% | 48 |
|
|
2023
Q1 | $437K | Hold |
15,708
| – | – | 0.37% | 48 |
|
|
2022
Q4 | $447K | Hold |
15,708
| – | – | 0.41% | 44 |
|
|
2022
Q3 | $416K | Hold |
15,708
| – | – | 0.43% | 43 |
|
|
2022
Q2 | $545K | Hold |
15,708
| – | – | 0.56% | 33 |
|
|
2022
Q1 | $582K | Hold |
15,708
| – | – | 0.53% | 33 |
|
|
2021
Q4 | $661K | Buy |
+15,708
| New | +$661K | 0.58% | 32 |
|