EverSource Wealth Advisors’s HCI Group HCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Buy |
217
+184
| +558% | +$28K | ﹤0.01% | 1903 |
|
|
2025
Q1 | $4.93K | Buy |
33
+11
| +50% | +$1.64K | ﹤0.01% | 2499 |
|
|
2024
Q4 | $2.56K | Buy |
22
+14
| +175% | +$1.63K | ﹤0.01% | 2622 |
|
|
2024
Q3 | $856 | Hold |
8
| – | – | ﹤0.01% | 2757 |
|
|
2024
Q2 | $754 | Hold |
8
| – | – | ﹤0.01% | 2795 |
|
|
2024
Q1 | $913 | Hold |
8
| – | – | ﹤0.01% | 2611 |
|
|
2023
Q4 | $699 | Hold |
8
| – | – | ﹤0.01% | 2461 |
|
|
2023
Q3 | $434 | Hold |
8
| – | – | ﹤0.01% | 2406 |
|
|
2023
Q2 | $494 | Hold |
8
| – | – | ﹤0.01% | 2357 |
|
|
2023
Q1 | $429 | Buy |
+8
| New | +$429 | ﹤0.01% | 2256 |
|