Hobart Private Capital, LLC CAPITAL GROUP CORE BALANCED Transaction History

Hobart Private Capital, LLC

  • $478 Billion
  • Q3 2025
Number of Shares
6,672
Previous 6,549 1.88%
Holding current value
$232 Million
Previous $219 Million 5.78%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 01, 2025
BUY
N/A
123 Added 1.88%
6,672 $232 Million
Q2 2025

Jul 31, 2025
SELL
N/A
-66 Reduced 1.0%
6,549 $219 Million
Q1 2025

Apr 01, 2025
BUY
N/A
121 Added 1.86%
6,615 $205 Million
Q4 2024

Jan 28, 2025
SELL
N/A
-257 Reduced 3.81%
6,494 $203 Million
Q3 2024

Nov 07, 2024
BUY
N/A
6,751 New
6,751 $210 Million
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