Center for Financial Planning’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31 | Sell |
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|
2025
Q1 | $11.6K | Hold |
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|
2024
Q4 | $12.3K | Hold |
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|
2024
Q3 | $13K | Hold |
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|
2024
Q2 | $13.3K | Buy |
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|
2024
Q1 | $11.7K | Hold |
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|
2023
Q4 | $9.95K | Hold |
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|
2023
Q3 | $10.4K | Hold |
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|
2023
Q2 | $11.9K | Hold |
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|
2023
Q1 | $11.1K | Hold |
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|
2022
Q4 | $10.7K | Hold |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $15K | Hold |
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|
2022
Q1 | $14K | Hold |
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|
2021
Q4 | $18K | Buy |
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