Wells Fargo’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 | $208K | Buy |
8,256
+564
| +7% | +$14.2K | ﹤0.01% | 4357 |
|
|
2025
Q1 | $172K | Buy |
7,692
+170
| +2% | +$3.81K | ﹤0.01% | 4364 |
|
|
2024
Q4 | $165K | Buy |
7,522
+1,638
| +28% | +$35.9K | ﹤0.01% | 4421 |
|
|
2024
Q3 | $129K | Buy |
5,884
+253
| +4% | +$5.54K | ﹤0.01% | 4479 |
|
|
2024
Q2 | $115K | Buy |
5,631
+934
| +20% | +$19.1K | ﹤0.01% | 4491 |
|
|
2024
Q1 | $89.4K | Buy |
4,697
+604
| +15% | +$11.5K | ﹤0.01% | 4581 |
|
|
2023
Q4 | $86.4K | Buy |
4,093
+776
| +23% | +$16.4K | ﹤0.01% | 4588 |
|
|
2023
Q3 | $60.5K | Sell |
3,317
-1,798
| -35% | -$32.8K | ﹤0.01% | 4737 |
|
|
2023
Q2 | $94.3K | Buy |
5,115
+2,558
| +100% | +$47.2K | ﹤0.01% | 4812 |
|
|
2023
Q1 | $50.4K | Buy |
2,557
+2,197
| +610% | +$43.3K | ﹤0.01% | 4865 |
|
|
2022
Q4 | $7.05K | Buy |
360
+335
| +1,340% | +$6.56K | ﹤0.01% | 5355 |
|
|
2022
Q3 | $0 | Sell |
25
-105
| -81% | – | ﹤0.01% | 6596 |
|
|
2022
Q2 | $2K | Sell |
130
-5,577
| -98% | -$85.8K | ﹤0.01% | 6025 |
|
|
2022
Q1 | $104K | Sell |
5,707
-3,361
| -37% | -$61.2K | ﹤0.01% | 4991 |
|
|
2021
Q4 | $170K | Sell |
9,068
-21,940
| -71% | -$411K | ﹤0.01% | 4980 |
|
|
2021
Q3 | $482K | Sell |
31,008
-22,061
| -42% | -$343K | ﹤0.01% | 4418 |
|
|
2021
Q2 | $924K | Buy |
53,069
+32,408
| +157% | +$564K | ﹤0.01% | 4029 |
|
|
2021
Q1 | $353K | Sell |
20,661
-17,836
| -46% | -$305K | ﹤0.01% | 4569 |
|
|
2020
Q4 | $583K | Buy |
38,497
+3,568
| +10% | +$54K | ﹤0.01% | 4336 |
|
|
2020
Q3 | $391K | Buy |
34,929
+8,597
| +33% | +$96.2K | ﹤0.01% | 4408 |
|
|
2020
Q2 | $351K | Buy |
26,332
+18,805
| +250% | +$251K | ﹤0.01% | 4438 |
|
|
2020
Q1 | $79K | Buy |
7,527
+6,700
| +810% | +$70.3K | ﹤0.01% | 4969 |
|
|
2019
Q4 | $16K | Buy |
+827
| New | +$16K | ﹤0.01% | 5486 |
|