Confluence Investment Management’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.04M | Sell |
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|
2025
Q2 | $2.83M | Sell |
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|
2025
Q1 | $2.86M | Sell |
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|
2024
Q4 | $3.25M | Sell |
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|
2024
Q3 | $3.58M | Sell |
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|
2024
Q2 | $3.77M | Sell |
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|
2024
Q1 | $3.47M | Sell |
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|
2023
Q4 | $3.19M | Sell |
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|
2023
Q3 | $3.65M | Sell |
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|
2023
Q2 | $4.45M | Sell |
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|
2023
Q1 | $4.43M | Sell |
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|
2022
Q4 | $4.26M | Buy |
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