Geneos Wealth Management’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1K | Sell |
1,000
-1,000
| -50% | -$10.1K | ﹤0.01% | 2323 |
|
|
2025
Q1 | $18.1K | Buy |
2,000
+1,000
| +100% | +$9.04K | ﹤0.01% | 2367 |
|
|
2024
Q4 | $9.65K | Hold |
1,000
| – | – | ﹤0.01% | 2063 |
|
|
2024
Q3 | $10.2K | Hold |
1,000
| – | – | ﹤0.01% | 1838 |
|
|
2024
Q2 | $10.4K | Hold |
1,000
| – | – | ﹤0.01% | 1539 |
|
|
2024
Q1 | $9.15K | Hold |
1,000
| – | – | ﹤0.01% | 1562 |
|
|
2023
Q4 | $7.8K | Buy |
+1,000
| New | +$7.8K | ﹤0.01% | 1608 |
|