Allworth Financial’s Heritage Insurance Holdings HRTG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.05K	Buy	+82	New	+$2.05K	﹤0.01%	3681
2023 Q4	–	Sell	-145	Closed	-$942	–	3539
2023 Q3	$942	Buy	+145	New	+$942	﹤0.01%	2871
2022 Q3	–	Sell	-91	Closed	–	–	2849
2022 Q2	$0	Buy	+91	New	–	﹤0.01%	2574