Avantax Advisory Services’s Hercules Capital HTGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $245K | Sell |
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|
2024
Q3 | $240K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $274K | Sell |
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|
2021
Q3 | $589K | Sell |
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|
2021
Q2 | $935K | Sell |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $890K | Sell |
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|
2020
Q3 | $810K | Buy |
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|
2020
Q2 | $528K | Buy |
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|
2020
Q1 | $383K | Buy |
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|
2019
Q4 | $690K | Buy |
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|
2019
Q3 | $373K | Buy |
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|
2019
Q2 | $134K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $112K | Buy |
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