Blue Trust Inc’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06K | Sell |
105
-1,038
| -91% | -$10.5K | ﹤0.01% | 2246 |
|
|
2025
Q1 | $10.3K | Hold |
1,143
| – | – | ﹤0.01% | 1878 |
|
|
2024
Q4 | $11K | Sell |
1,143
-9,399
| -89% | -$90.7K | ﹤0.01% | 1801 |
|
|
2024
Q3 | $110K | Buy |
10,542
+6,758
| +179% | +$70.3K | ﹤0.01% | 1171 |
|
|
2024
Q2 | $34.6K | Buy |
+3,784
| New | +$34.6K | ﹤0.01% | 1423 |
|
|
2024
Q1 | – | Sell |
-6,978
| Closed | -$57K | – | 2427 |
|
|
2023
Q4 | $57K | Buy |
+6,978
| New | +$57K | ﹤0.01% | 877 |
|