Caldwell Trust’s HCI Group HCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.8K | Sell |
544
-39
|
|
||||
|
2025
Q1 | $87K | Sell |
583
-148
|
|
||||
|
2024
Q4 | $85.2K | Sell |
731
-47
|
|
||||
|
2024
Q3 | $83.3K | Sell |
778
-23
|
|
||||
|
2024
Q2 | $73.8K | Hold |
801
|
|
||||
|
2024
Q1 | $93K | Hold |
801
|
|
||||
|
2023
Q4 | $70K | Hold |
801
|
|
||||
|
2023
Q3 | $43.5K | Hold |
801
|
|
||||
|
2023
Q2 | $49.5K | Hold |
801
|
|
||||
|
2023
Q1 | $42.9K | Hold |
801
|
|
||||
|
2022
Q4 | $31.7K | Hold |
801
|
|
||||
|
2022
Q3 | $31.4K | Hold |
801
|
|
||||
|
2022
Q2 | $54.3K | Hold |
801
|
|
||||
|
2022
Q1 | $54.6K | Sell |
801
-218
|
|
||||
|
2021
Q4 | $85.1K | Hold |
1,019
|
|
||||
|
2021
Q3 | $113K | Hold |
1,019
|
|
||||
|
2021
Q2 | $101K | Hold |
1,019
|
|
||||
|
2021
Q1 | $78.3K | Sell |
1,019
-44
|
|
||||
|
2020
Q4 | $55.6K | Hold |
1,063
|
|
||||
|
2020
Q3 | $52.4K | Hold |
1,063
|
|
||||
|
2020
Q2 | $49.1K | Hold |
1,063
|
|
||||
|
2020
Q1 | $42.8K | Hold |
1,063
|
|
||||
|
2019
Q4 | $48.5K | Buy |
+1,063
|
|