Zuckerman Investment Group’s Hancock Whitney HWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
4,333
-253
| -6% | -$14.5K | 0.02% | 133 |
|
|
2025
Q1 | $241K | Hold |
4,586
| – | – | 0.03% | 145 |
|
|
2024
Q4 | $270K | Hold |
4,586
| – | – | 0.03% | 133 |
|
|
2024
Q3 | $235K | Sell |
4,586
-262
| -5% | -$13.4K | 0.02% | 129 |
|
|
2024
Q2 | $232K | Hold |
4,848
| – | – | 0.03% | 131 |
|
|
2024
Q1 | $223K | Hold |
4,848
| – | – | 0.03% | 130 |
|
|
2023
Q4 | $236K | Buy |
+4,848
| New | +$236K | 0.03% | 114 |
|
|
2023
Q1 | – | Sell |
-4,848
| Closed | -$235K | – | 128 |
|
|
2022
Q4 | $235K | Hold |
4,848
| – | – | 0.04% | 113 |
|
|
2022
Q3 | $222K | Hold |
4,848
| – | – | 0.04% | 106 |
|
|
2022
Q2 | $215K | Hold |
4,848
| – | – | 0.04% | 96 |
|
|
2022
Q1 | $253K | Hold |
4,848
| – | – | 0.04% | 96 |
|
|
2021
Q4 | $242K | Hold |
4,848
| – | – | 0.04% | 105 |
|
|
2021
Q3 | $228K | Hold |
4,848
| – | – | 0.04% | 103 |
|
|
2021
Q2 | $215K | Hold |
4,848
| – | – | 0.03% | 109 |
|
|
2021
Q1 | $204K | Buy |
+4,848
| New | +$204K | 0.03% | 104 |
|
|
2020
Q1 | – | Sell |
-5,643
| Closed | -$248K | – | 72 |
|
|
2019
Q4 | $248K | Hold |
5,643
| – | – | 0.05% | 61 |
|
|
2019
Q3 | $216K | Hold |
5,643
| – | – | 0.05% | 60 |
|
|
2019
Q2 | $226K | Sell |
5,643
-225
| -4% | -$9.01K | 0.05% | 60 |
|
|
2019
Q1 | $237K | Sell |
5,868
-860
| -13% | -$34.7K | 0.06% | 59 |
|
|
2018
Q4 | $233K | Sell |
6,728
-192
| -3% | -$6.65K | 0.06% | 53 |
|
|
2018
Q3 | $329K | Sell |
6,920
-997
| -13% | -$47.4K | 0.07% | 51 |
|
|
2018
Q2 | $369K | Hold |
7,917
| – | – | 0.09% | 45 |
|
|
2018
Q1 | $409K | Sell |
7,917
-3,700
| -32% | -$191K | 0.1% | 46 |
|
|
2017
Q4 | $575K | Hold |
11,617
| – | – | 0.14% | 44 |
|
|
2017
Q3 | $563K | Hold |
11,617
| – | – | 0.14% | 39 |
|
|
2017
Q2 | $569K | Hold |
11,617
| – | – | 0.15% | 37 |
|
|
2017
Q1 | $529K | Hold |
11,617
| – | – | 0.13% | 43 |
|
|
2016
Q4 | $501K | Hold |
11,617
| – | – | 0.12% | 45 |
|
|
2016
Q3 | $377K | Hold |
11,617
| – | – | 0.1% | 48 |
|
|
2016
Q2 | $303K | Hold |
11,617
| – | – | 0.08% | 50 |
|
|
2016
Q1 | $267K | Hold |
11,617
| – | – | 0.07% | 39 |
|
|
2015
Q4 | $292K | Hold |
11,617
| – | – | 0.07% | 43 |
|
|
2015
Q3 | $314K | Hold |
11,617
| – | – | 0.07% | 40 |
|
|
2015
Q2 | $371K | Hold |
11,617
| – | – | 0.08% | 36 |
|
|
2015
Q1 | $347K | Buy |
+11,617
| New | +$347K | 0.07% | 42 |
|