Ameriprise’s Hagerty HGTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$333K Sell
32,968
-1,632
-5% -$16.5K ﹤0.01% 3632
2025
Q1
$313K Buy
34,600
+2,250
+7% +$20.3K ﹤0.01% 3628
2024
Q4
$312K Buy
32,350
+600
+2% +$5.79K ﹤0.01% 3681
2024
Q3
$323K Hold
31,750
﹤0.01% 3610
2024
Q2
$330K Buy
+31,750
New +$330K ﹤0.01% 3564