Global Financial Private Client’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	-4	Closed	-$36	–	803
2025 Q1	$36	Buy	4 +3	+300%	+$27	﹤0.01%	1656
2024 Q4	$10	Buy	+1	New	+$10	﹤0.01%	1654