Guggenheim Capital’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $948K | Buy |
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|
2023
Q1 | $756K | Buy |
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|
2022
Q4 | $441K | Sell |
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|
2022
Q3 | $675K | Hold |
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|
2022
Q2 | $788K | Sell |
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|
2022
Q1 | $2.14M | Sell |
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|
2021
Q4 | $2.06M | Sell |
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|
2021
Q3 | $3.38M | Hold |
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|
2021
Q2 | $4.25M | Sell |
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|
2021
Q1 | $5.52M | Hold |
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|
2020
Q4 | $5.05M | Hold |
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|
2020
Q3 | $5.04M | Hold |
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|
2020
Q2 | $6.52M | Buy |
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|
2020
Q1 | $3.4M | Buy |
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