Baldwin Wealth Partners’s HCI Group HCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
12,004
-230
| -2% | -$35K | 0.12% | 83 |
|
|
2025
Q1 | $1.83M | Sell |
12,234
-373
| -3% | -$55.7K | 0.13% | 82 |
|
|
2024
Q4 | $1.47M | Sell |
12,607
-380
| -3% | -$44.3K | 0.1% | 93 |
|
|
2024
Q3 | $1.39M | Sell |
12,987
-330
| -2% | -$35.3K | 0.09% | 110 |
|
|
2024
Q2 | $1.23M | Hold |
13,317
| – | – | 0.1% | 93 |
|
|
2024
Q1 | $1.55M | Sell |
13,317
-80
| -0.6% | -$9.29K | 0.12% | 91 |
|
|
2023
Q4 | $1.17M | Sell |
13,397
-100
| -0.7% | -$8.74K | 0.09% | 101 |
|
|
2023
Q3 | $733K | Sell |
13,497
-233
| -2% | -$12.7K | 0.06% | 122 |
|
|
2023
Q2 | $848K | Hold |
13,730
| – | – | 0.07% | 122 |
|
|
2023
Q1 | $736K | Sell |
13,730
-32,339
| -70% | -$1.73M | 0.06% | 126 |
|
|
2022
Q4 | $1.82M | Buy |
+46,069
| New | +$1.82M | 0.17% | 95 |
|