Heritage Wealth Advisors’s Main Street Capital MAIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Hold |
3,600
| – | – | 0.01% | 201 |
|
|
2025
Q1 | $204K | Hold |
3,600
| – | – | 0.01% | 198 |
|
|
2024
Q4 | $211K | Hold |
3,600
| – | – | 0.01% | 199 |
|
|
2024
Q3 | $181K | Hold |
3,600
| – | – | 0.01% | 222 |
|
|
2024
Q2 | $182K | Hold |
3,600
| – | – | 0.01% | 208 |
|
|
2024
Q1 | $170K | Hold |
3,600
| – | – | 0.01% | 224 |
|
|
2023
Q4 | $156K | Buy |
3,600
+600
| +20% | +$25.9K | 0.01% | 232 |
|
|
2023
Q3 | $122K | Hold |
3,000
| – | – | 0.01% | 238 |
|
|
2023
Q2 | $120K | Hold |
3,000
| – | – | 0.01% | 241 |
|
|
2023
Q1 | $118K | Hold |
3,000
| – | – | 0.01% | 244 |
|
|
2022
Q4 | $111K | Hold |
3,000
| – | – | 0.01% | 257 |
|
|
2022
Q3 | $101K | Hold |
3,000
| – | – | 0.01% | 251 |
|
|
2022
Q2 | $116K | Hold |
3,000
| – | – | 0.01% | 247 |
|
|
2022
Q1 | $128K | Hold |
3,000
| – | – | 0.01% | 230 |
|
|
2021
Q4 | $135K | Hold |
3,000
| – | – | 0.01% | 236 |
|
|
2021
Q3 | $123K | Hold |
3,000
| – | – | 0.01% | 234 |
|
|
2021
Q2 | $123K | Hold |
3,000
| – | – | 0.01% | 237 |
|
|
2021
Q1 | $117K | Hold |
3,000
| – | – | 0.01% | 249 |
|
|
2020
Q4 | $97K | Hold |
3,000
| – | – | 0.01% | 261 |
|
|
2020
Q3 | $88.7K | Sell |
3,000
-334
| -10% | -$9.88K | 0.01% | 215 |
|
|
2020
Q2 | $104K | Hold |
3,334
| – | – | 0.01% | 200 |
|
|
2020
Q1 | $68.4K | Hold |
3,334
| – | – | 0.01% | 229 |
|
|
2019
Q4 | $144K | Hold |
3,334
| – | – | 0.02% | 200 |
|
|
2019
Q3 | $144K | Hold |
3,334
| – | – | 0.02% | 183 |
|
|
2019
Q2 | $137K | Hold |
3,334
| – | – | 0.02% | 174 |
|
|
2019
Q1 | $124K | Buy |
3,334
+334
| +11% | +$12.4K | 0.02% | 159 |
|
|
2018
Q4 | $101K | Hold |
3,000
| – | – | 0.02% | 164 |
|
|
2018
Q3 | $115K | Buy |
+3,000
| New | +$115K | 0.02% | 152 |
|