Arkadios Wealth Advisors’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	$2.89M	Sell	115,889 -3,881	-3%	-$96.8K	0.09%	255
2025 Q1	$1.73M	Buy	+119,770	New	+$1.73M	0.07%	320
2021 Q4	–	Sell	-1,646	Closed	-$11K	–	1095
2021 Q3	$11K	Hold	1,646	–	–	﹤0.01%	1411
2021 Q2	$14K	Buy	+1,646	New	+$14K	﹤0.01%	1423