Ameritas Investment Partners’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 | $55.9K | Hold |
2,240
| – | – | ﹤0.01% | 2114 |
|
|
2025
Q1 | $32.3K | Hold |
2,240
| – | – | ﹤0.01% | 2339 |
|
|
2024
Q4 | $27.1K | Hold |
2,240
| – | – | ﹤0.01% | 2502 |
|
|
2024
Q3 | $27.4K | Hold |
2,240
| – | – | ﹤0.01% | 2496 |
|
|
2024
Q2 | $15.9K | Buy |
+2,240
| New | +$15.9K | ﹤0.01% | 2717 |
|
|
2022
Q2 | – | Sell |
-1,906
| Closed | -$14K | – | 3142 |
|
|
2022
Q1 | $14K | Hold |
1,906
| – | – | ﹤0.01% | 2684 |
|
|
2021
Q4 | $11K | Hold |
1,906
| – | – | ﹤0.01% | 2864 |
|
|
2021
Q3 | $13K | Hold |
1,906
| – | – | ﹤0.01% | 2874 |
|
|
2021
Q2 | $16K | Hold |
1,906
| – | – | ﹤0.01% | 2834 |
|
|
2021
Q1 | $21K | Hold |
1,906
| – | – | ﹤0.01% | 2535 |
|
|
2020
Q4 | $19K | Hold |
1,906
| – | – | ﹤0.01% | 2498 |
|
|
2020
Q3 | $19K | Hold |
1,906
| – | – | ﹤0.01% | 2401 |
|
|
2020
Q2 | $25K | Hold |
1,906
| – | – | ﹤0.01% | 2234 |
|
|
2020
Q1 | $20K | Hold |
1,906
| – | – | ﹤0.01% | 2183 |
|
|
2019
Q4 | $25K | Hold |
1,906
| – | – | ﹤0.01% | 2301 |
|
|
2019
Q3 | $28K | Hold |
1,906
| – | – | ﹤0.01% | 2209 |
|
|
2019
Q2 | $29K | Hold |
1,906
| – | – | ﹤0.01% | 2219 |
|
|
2019
Q1 | $28K | Hold |
1,906
| – | – | ﹤0.01% | 2196 |
|
|
2018
Q4 | $28K | Hold |
1,906
| – | – | ﹤0.01% | 2141 |
|
|
2018
Q3 | $28K | Hold |
1,906
| – | – | ﹤0.01% | 2332 |
|
|
2018
Q2 | $32K | Hold |
1,906
| – | – | ﹤0.01% | 2247 |
|
|
2018
Q1 | $29K | Hold |
1,906
| – | – | ﹤0.01% | 2228 |
|
|
2017
Q4 | $34K | Hold |
1,906
| – | – | ﹤0.01% | 2144 |
|
|
2017
Q3 | $21K | Hold |
1,906
| – | – | ﹤0.01% | 2389 |
|
|
2017
Q2 | $25K | Hold |
1,906
| – | – | ﹤0.01% | 2339 |
|
|
2017
Q1 | $24K | Buy |
+1,906
| New | +$24K | ﹤0.01% | 2304 |
|