CAZ Investments’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Hold |
10,000
| – | – | 0.57% | 8 |
|
|
2025
Q1 | $90K | Hold |
10,000
| – | – | 0.65% | 8 |
|
|
2024
Q4 | $97K | Sell |
10,000
-15,000
| -60% | -$146K | 0.14% | 13 |
|
|
2024
Q3 | $258K | Buy |
25,000
+10,000
| +67% | +$103K | 0.16% | 13 |
|
|
2024
Q2 | $156K | Hold |
15,000
| – | – | 0.05% | 15 |
|
|
2024
Q1 | $137K | Hold |
15,000
| – | – | 0.25% | 16 |
|
|
2023
Q4 | $117K | Hold |
15,000
| – | – | 0.16% | 23 |
|
|
2023
Q3 | $123K | Hold |
15,000
| – | – | 0.22% | 21 |
|
|
2023
Q2 | $140K | Hold |
15,000
| – | – | 0.17% | 21 |
|
|
2023
Q1 | $131K | Sell |
15,000
-15,000
| -50% | -$131K | 0.27% | 21 |
|
|
2022
Q4 | $252K | Buy |
30,000
+15,000
| +100% | +$126K | 0.45% | 21 |
|
|
2022
Q3 | $135K | Hold |
15,000
| – | – | 0.57% | 22 |
|
|
2022
Q2 | $172K | Buy |
15,000
+5,000
| +50% | +$57.3K | 0.53% | 22 |
|
|
2022
Q1 | $108K | Buy |
+10,000
| New | +$108K | 0.06% | 25 |
|