Focus Partners Wealth’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
$234K Sell
12,807
-2,940
-19% -$53.7K ﹤0.01% 1780
2025
Q1
$302K Buy
15,747
+3,250
+26% +$62.4K ﹤0.01% 1554
2024
Q4
$251K Buy
+12,497
New +$251K ﹤0.01% 1615