Dynamic Technology Lab’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
Q4 | $610K | Sell |
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|
2025
Q3 | $699K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $361K | Buy |
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|
2024
Q2 | $100K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $205K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $178K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $168K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $318K | Buy |
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|
2017
Q4 | $268K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $342K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $303K | Buy |
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