Bank of America’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
|
|||||
|
2025
Q1 | $689K | Buy |
|
|||||
|
2024
Q4 | $468K | Sell |
|
|||||
|
2024
Q3 | $604K | Buy |
|
|||||
|
2024
Q2 | $177K | Buy |
|
|||||
|
2024
Q1 | $216K | Sell |
|
|||||
|
2023
Q4 | $251K | Buy |
|
|||||
|
2023
Q3 | $4 | Sell |
|
|||||
|
2023
Q2 | $28.8K | Buy |
|
|||||
|
2023
Q1 | $22.1K | Buy |
|
|||||
|
2022
Q4 | $11.5K | Sell |
|
|||||
|
2022
Q3 | $183K | Buy |
|
|||||
|
2022
Q2 | $58K | Sell |
|
|||||
|
2022
Q1 | $274K | Sell |
|
|||||
|
2021
Q4 | $377K | Buy |
|
|||||
|
2021
Q3 | $211K | Sell |
|
|||||
|
2021
Q2 | $273K | Sell |
|
|||||
|
2021
Q1 | $579K | Sell |
|
|||||
|
2020
Q4 | $1.59M | Buy |
|
|||||
|
2020
Q3 | $474K | Sell |
|
|||||
|
2020
Q2 | $1.08M | Buy |
|
|||||
|
2020
Q1 | $699K | Buy |
|
|||||
|
2019
Q4 | $490K | Sell |
|
|||||
|
2019
Q3 | $634K | Sell |
|
|||||
|
2019
Q2 | $802K | Buy |
|
|||||
|
2019
Q1 | $563K | Buy |
|
|||||
|
2018
Q4 | $562K | Sell |
|
|||||
|
2018
Q3 | $954K | Buy |
|
|||||
|
2018
Q2 | $980K | Sell |
|
|||||
|
2018
Q1 | $1.01M | Buy |
|
|||||
|
2017
Q4 | $681K | Buy |
|
|||||
|
2017
Q3 | $19K | Sell |
|
|||||
|
2017
Q2 | $30K | Sell |
|
|||||
|
2017
Q1 | $60K | Buy |
|
|||||
|
2016
Q4 | $57K | Buy |
|
|||||
|
2016
Q3 | $37K | Sell |
|
|||||
|
2016
Q2 | $34K | Sell |
|
|||||
|
2016
Q1 | $46K | Buy |
|
|||||
|
2015
Q4 | $20K | Buy |
|
|||||
|
2015
Q3 | $8K | Sell |
|
|||||
|
2015
Q2 | $66K | Buy |
|
|||||
|
2015
Q1 | $46K | Sell |
|
|||||
|
2014
Q4 | $1.64M | Buy |
|
|||||
|
2014
Q3 | $30K | Sell |
|
|||||
|
2014
Q2 | $69K | Buy |
|