Creative Planning’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.26M | Buy |
|
|||||
|
2025
Q2 | $946K | Buy |
|
|||||
|
2025
Q1 | $456K | Buy |
|
|||||
|
2024
Q4 | $163K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $11.2M | Hold |
|
|||||
|
2018
Q2 | $12.7M | Sell |
|
|||||
|
2018
Q1 | $13.2M | Sell |
|
|||||
|
2017
Q4 | $16.9M | Sell |
|
|||||
|
2017
Q3 | $17.5M | Sell |
|
|||||
|
2017
Q2 | $20M | Buy |
|
|||||
|
2017
Q1 | $19.6M | Sell |
|
|||||
|
2016
Q4 | $26.4M | Sell |
|
|||||
|
2016
Q3 | $26.6M | Sell |
|
|||||
|
2016
Q2 | $22.5M | Sell |
|
|||||
|
2016
Q1 | $31.7M | Buy |
|
|||||
|
2015
Q4 | $201K | Buy |
|
|||||
|
2015
Q3 | $4K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $15K | Buy |
|