EverSource Wealth Advisors’s Heritage Insurance Holdings HRTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Buy |
924
+637
| +222% | +$15.9K | ﹤0.01% | 2181 |
|
|
2025
Q1 | $4.14K | Buy |
287
+147
| +105% | +$2.12K | ﹤0.01% | 2584 |
|
|
2024
Q4 | $1.69K | Buy |
+140
| New | +$1.69K | ﹤0.01% | 2776 |
|
|
2022
Q1 | – | Sell |
-413
| Closed | -$2K | – | 1768 |
|
|
2021
Q4 | $2K | Buy |
+413
| New | +$2K | ﹤0.01% | 1557 |
|