Caldwell Trust’s HCI Group HCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $104K | Hold |
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|
2025
Q2 | $82.8K | Sell |
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|
2025
Q1 | $87K | Sell |
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|
2024
Q4 | $85.2K | Sell |
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|
2024
Q3 | $83.3K | Sell |
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|
2024
Q2 | $73.8K | Hold |
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|
2024
Q1 | $93K | Hold |
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|
2023
Q4 | $70K | Hold |
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|
2023
Q3 | $43.5K | Hold |
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|
2023
Q2 | $49.5K | Hold |
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|
2023
Q1 | $42.9K | Hold |
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|
2022
Q4 | $31.7K | Hold |
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|
2022
Q3 | $31.4K | Hold |
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|
2022
Q2 | $54.3K | Hold |
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|
2022
Q1 | $54.6K | Sell |
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|
2021
Q4 | $85.1K | Hold |
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|
2021
Q3 | $113K | Hold |
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|
2021
Q2 | $101K | Hold |
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|
2021
Q1 | $78.3K | Sell |
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|
2020
Q4 | $55.6K | Hold |
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|
2020
Q3 | $52.4K | Hold |
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|
2020
Q2 | $49.1K | Hold |
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|
2020
Q1 | $42.8K | Hold |
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|
2019
Q4 | $48.5K | Buy |
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