First Trust Advisors’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
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|
2025
Q1 | $977K | Sell |
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|
2024
Q4 | $834K | Sell |
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|
2024
Q3 | $939K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $536K | Sell |
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|
2021
Q1 | $720K | Buy |
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|
2020
Q4 | $605K | Sell |
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|
2020
Q3 | $632K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $442K | Buy |
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|
2018
Q1 | $340K | Buy |
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|
2017
Q4 | $346K | Sell |
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|
2017
Q3 | $267K | Buy |
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