First Dallas Securities’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Sell |
55,500
-28,750
| -34% | -$456K | 0.35% | 60 |
|
|
2025
Q1 | $1.42M | Hold |
84,250
| – | – | 0.6% | 42 |
|
|
2024
Q4 | $1.43M | Buy |
84,250
+5,000
| +6% | +$84.7K | 0.58% | 41 |
|
|
2024
Q3 | $1.44M | Sell |
79,250
-1,500
| -2% | -$27.2K | 0.6% | 40 |
|
|
2024
Q2 | $1.33M | Buy |
80,750
+21,000
| +35% | +$346K | 0.58% | 42 |
|
|
2024
Q1 | $845K | Buy |
+59,750
| New | +$845K | 0.39% | 57 |
|