HFO
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Heritage Family Offices’s ScottsMiracle-Gro SMG Stock Holding History

Heritage Family Offices’s Portfolio SMG Stock Details SMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,212
Closed -$213K – 193
2024
Q4 		$213K Sell
3,212
-267
-8% -$17.7K 0.11% 173
2024
Q3 		$302K Sell
3,479
-8
-0.2% -$694 0.16% 128
2024
Q2 		$227K Buy
+3,487
New +$227K 0.13% 154