FAM
Flaharty Asset Management’s Heritage Insurance Holdings HRTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.5K | Hold |
1,305
| – | – | 0.01% | 184 |
|
|
2025
Q1 | $18.8K | Buy |
+1,305
| New | +$18.8K | ﹤0.01% | 284 |
|
|
2024
Q4 | – | Sell |
-1,305
| Closed | -$16K | – | 246 |
|
|
2024
Q3 | $16K | Buy |
+1,305
| New | +$16K | ﹤0.01% | 286 |
|
|
2023
Q4 | – | Sell |
-1,305
| Closed | -$8.47K | – | 249 |
|
|
2023
Q3 | $8.47K | Buy |
+1,305
| New | +$8.47K | ﹤0.01% | 323 |
|