GFG
Goldstone Financial Group’s Hagerty HGTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Hold |
18,732
| – | – | 0.03% | 205 |
|
|
2025
Q1 | $169K | Hold |
18,732
| – | – | 0.03% | 201 |
|
|
2024
Q4 | $181K | Sell |
18,732
-4,465
| -19% | -$43.1K | 0.03% | 198 |
|
|
2024
Q3 | $236K | Hold |
23,197
| – | – | 0.04% | 168 |
|
|
2024
Q2 | $241K | Hold |
23,197
| – | – | 0.05% | 164 |
|
|
2024
Q1 | $212K | Buy |
23,197
+9,247
| +66% | +$84.6K | 0.05% | 158 |
|
|
2023
Q4 | $109K | Buy |
+13,950
| New | +$109K | 0.03% | 160 |
|