EverSource Wealth Advisors’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.72K | Sell |
961
-233
| -20% | -$2.36K | ﹤0.01% | 2818 |
|
|
2025
Q1 | $10.8K | Buy |
1,194
+179
| +18% | +$1.62K | ﹤0.01% | 2071 |
|
|
2024
Q4 | $9.8K | Buy |
1,015
+77
| +8% | +$743 | ﹤0.01% | 2003 |
|
|
2024
Q3 | $9.54K | Buy |
938
+28
| +3% | +$285 | ﹤0.01% | 1894 |
|
|
2024
Q2 | $10.1K | Buy |
910
+848
| +1,368% | +$9.38K | ﹤0.01% | 1853 |
|
|
2024
Q1 | $555 | Buy |
+62
| New | +$555 | ﹤0.01% | 2693 |
|