Dakota Wealth Management’s Hercules Capital HTGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$732K Buy
2025
Q2
$694K Buy
2025
Q1
$718K Sell
2024
Q4
$778K Sell
2024
Q3
$773K Sell
2024
Q2
$854K Hold
2024
Q1
$771K Buy