Beacon Pointe Advisors’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
Q3 | $618K | Buy |
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|
2025
Q2 | $580K | Buy |
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|
2025
Q1 | $270K | Sell |
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|
2024
Q4 | $344K | Hold |
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|
2024
Q3 | $336K | Sell |
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|
2024
Q2 | $373K | Sell |
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|
2024
Q1 | $348K | Hold |
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|
2023
Q4 | $314K | Buy |
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|
2023
Q3 | $309K | Buy |
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|
2023
Q2 | $199K | Sell |
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|
2023
Q1 | $212K | Buy |
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|
2022
Q4 | $161K | Hold |
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|
2022
Q3 | $141K | Sell |
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|
2022
Q2 | $171K | Hold |
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $211K | Buy |
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|
2021
Q3 | $203K | Hold |
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|
2021
Q2 | $208K | Hold |
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|
2021
Q1 | $195K | Buy |
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