Advisory Resource Group’s Healthcare Realty HR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$637K	Sell	37,497 -5,447	-13%	-$95.5K	0.11%	128
2025 Q4	$728K	Sell	42,944 -917	-2%	-$16.3K	0.13%	118
2025 Q3	$791K	Sell	43,861 -1,224	-3%	-$20.7K	0.14%	120
2025 Q2	$715K	Hold	45,085	–	–	0.14%	121
2025 Q1	$762K	Hold	45,085	–	–	0.16%	118
2024 Q4	$764K	Sell	45,085 -47	-0.1%	-$826	0.16%	113
2024 Q3	$819K	Sell	45,132 -1,154	-2%	-$20.5K	0.17%	109
2024 Q2	$763K	Sell	46,286 -3,680	-7%	-$56.3K	0.17%	106
2024 Q1	$707K	Sell	49,966 -2,013	-4%	-$30.4K	0.16%	104
2023 Q4	$896K	Sell	51,979 -4,215	-8%	-$64.4K	0.22%	73
2023 Q3	$858K	Sell	56,194 -2,931	-5%	-$52K	0.23%	69
2023 Q2	$1.12M	Sell	59,125 -644	-1%	-$12.4K	0.3%	54
2023 Q1	$1.16M	Sell	59,769 -65	-0.1%	-$1.31K	0.32%	54
2022 Q4	$1.15M	Sell	59,834 -4,680	-7%	-$91.9K	0.34%	55
2022 Q3	$1.34M	Buy	64,514 +34	+0.1%	+$864	0.45%	53
2022 Q2	$1.8M	Sell	64,480 -301	-0.5%	-$8.94K	0.59%	51
2022 Q1	$2.03M	Sell	64,781 -5	-0%	-$157	0.63%	47
2021 Q4	$2.11M	Sell	64,786 -234	-0.4%	-$7.82K	0.7%	45
2021 Q3	$1.93M	Buy	65,020 +39	+0.1%	+$1.14K	0.71%	39
2021 Q2	$1.74M	Sell	64,981 -2,553	-4%	-$72.2K	0.69%	39
2021 Q1	$1.86M	Sell	67,534 -4,346	-6%	-$122K	0.87%	32
2020 Q4	$1.98M	Sell	71,880 -534	-0.7%	-$14.1K	0.98%	21
2020 Q3	$1.88M	Sell	72,414 -393	-0.5%	-$10.3K	1.1%	19
2020 Q2	$1.93M	Sell	72,807 -3,117	-4%	-$79.9K	1.19%	14
2020 Q1	$1.84M	Sell	75,924 -2,747	-3%	-$83K	1.41%	12
2019 Q4	$2.38M	Sell	78,671 -175	-0.2%	-$5.23K	1.34%	13
2019 Q3	$2.32M	Sell	78,846 -3,091	-4%	-$86.4K	1.24%	14
2019 Q2	$2.25M	Hold	81,937	–	–	1.23%	13
2019 Q1	$2.31M	Sell	81,937 -8,683	-10%	-$241K	1.29%	12
2018 Q4	$2.29M	Buy	+90,620	New	+$2.4M	1.41%	11