Farther Finance Advisors’s Hercules Capital HTGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.8K | Buy |
4,420
+128
| +3% | +$2.34K | ﹤0.01% | 1864 |
|
|
2025
Q1 | $82K | Buy |
4,292
+1,901
| +80% | +$36.3K | ﹤0.01% | 1643 |
|
|
2024
Q4 | $48K | Buy |
2,391
+1
| +0% | +$20 | ﹤0.01% | 1679 |
|
|
2024
Q3 | $46.9K | Buy |
2,390
+2,386
| +59,650% | +$46.9K | ﹤0.01% | 1692 |
|
|
2024
Q2 | $82 | Buy |
+4
| New | +$82 | ﹤0.01% | 3622 |
|
|
2023
Q3 | – | Sell |
-1,500
| Closed | -$22.2K | – | 2646 |
|
|
2023
Q2 | $22.2K | Hold |
1,500
| – | – | ﹤0.01% | 965 |
|
|
2023
Q1 | $19.3K | Sell |
1,500
-120
| -7% | -$1.55K | 0.01% | 921 |
|
|
2022
Q4 | $21.4K | Buy |
+1,620
| New | +$21.4K | 0.01% | 710 |
|