Covestor’s Heritage Insurance Holdings HRTG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78K Buy
3,133
+350
+13% +$8.71K 0.05% 689
2025
Q1
$40K Buy
2,783
+832
+43% +$12K 0.03% 929
2024
Q4
$24K Buy
1,951
+279
+17% +$3.43K 0.02% 1129
2024
Q3
$20K Buy
+1,672
New +$20K 0.01% 1210