Blue Trust Inc’s Hagerty HGTY Stock Holding History

Blue Trust Inc’s Portfolio HGTY Stock Details HGTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.26K	Hold
2025 Q2	$1.06K	Sell
2025 Q1	$10.3K	Hold
2024 Q4	$11K	Sell
2024 Q3	$110K	Buy
2024 Q2	$34.6K	Buy
2024 Q1	–	Sell
2023 Q4	$57K	Buy