Center for Financial Planning’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31 | Sell |
3
-1,275
| -100% | -$13.2K | ﹤0.01% | 643 |
|
|
2025
Q1 | $11.6K | Hold |
1,278
| – | – | ﹤0.01% | 459 |
|
|
2024
Q4 | $12.3K | Hold |
1,278
| – | – | ﹤0.01% | 397 |
|
|
2024
Q3 | $13K | Hold |
1,278
| – | – | ﹤0.01% | 375 |
|
|
2024
Q2 | $13.3K | Buy |
1,278
+3
| +0.2% | +$31 | ﹤0.01% | 362 |
|
|
2024
Q1 | $11.7K | Hold |
1,275
| – | – | ﹤0.01% | 391 |
|
|
2023
Q4 | $9.95K | Hold |
1,275
| – | – | ﹤0.01% | 369 |
|
|
2023
Q3 | $10.4K | Hold |
1,275
| – | – | ﹤0.01% | 355 |
|
|
2023
Q2 | $11.9K | Hold |
1,275
| – | – | ﹤0.01% | 364 |
|
|
2023
Q1 | $11.1K | Hold |
1,275
| – | – | ﹤0.01% | 349 |
|
|
2022
Q4 | $10.7K | Hold |
1,275
| – | – | ﹤0.01% | 350 |
|
|
2022
Q3 | $11K | Hold |
1,275
| – | – | ﹤0.01% | 348 |
|
|
2022
Q2 | $15K | Hold |
1,275
| – | – | ﹤0.01% | 317 |
|
|
2022
Q1 | $14K | Hold |
1,275
| – | – | ﹤0.01% | 341 |
|
|
2021
Q4 | $18K | Buy |
+1,275
| New | +$18K | ﹤0.01% | 316 |
|