Aquatic Capital Management’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 | $342K | Buy |
13,702
+13,296
| +3,275% | +$332K | 0.01% | 913 |
|
|
2025
Q1 | $5.86K | Sell |
406
-11,982
| -97% | -$173K | ﹤0.01% | 1198 |
|
|
2024
Q4 | $150K | Buy |
+12,388
| New | +$150K | ﹤0.01% | 987 |
|
|
2022
Q4 | – | Sell |
-2,900
| Closed | -$7K | – | 1566 |
|
|
2022
Q3 | $7K | Buy |
2,900
+900
| +45% | +$2.17K | ﹤0.01% | 1074 |
|
|
2022
Q2 | $5K | Buy |
+2,000
| New | +$5K | ﹤0.01% | 1043 |
|