Garde Capital’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-103,960
| Closed | -$940K | – | 825 |
|
|
2025
Q1 | $940K | Hold |
103,960
| – | – | 0.05% | 106 |
|
|
2024
Q4 | $1M | Buy |
103,960
+3,960
| +4% | +$38.2K | 0.07% | 98 |
|
|
2024
Q3 | $1.02M | Hold |
100,000
| – | – | 0.07% | 94 |
|
|
2024
Q2 | $1.04M | Hold |
100,000
| – | – | 0.07% | 91 |
|
|
2024
Q1 | $915K | Hold |
100,000
| – | – | 0.06% | 99 |
|
|
2023
Q4 | $780K | Hold |
100,000
| – | – | 0.06% | 110 |
|
|
2023
Q3 | $817K | Hold |
100,000
| – | – | 0.07% | 99 |
|
|
2023
Q2 | $936K | Buy |
+100,000
| New | +$936K | 0.08% | 96 |
|