Heritage Wealth Advisors’s Main Street Capital MAIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Hold |
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|
2025
Q1 | $204K | Hold |
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|
2024
Q4 | $211K | Hold |
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|
2024
Q3 | $181K | Hold |
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|
2024
Q2 | $182K | Hold |
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|
2024
Q1 | $170K | Hold |
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|
2023
Q4 | $156K | Buy |
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|
2023
Q3 | $122K | Hold |
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|
2023
Q2 | $120K | Hold |
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|
2023
Q1 | $118K | Hold |
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|
2022
Q4 | $111K | Hold |
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|
2022
Q3 | $101K | Hold |
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|
2022
Q2 | $116K | Hold |
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|
2022
Q1 | $128K | Hold |
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|
2021
Q4 | $135K | Hold |
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|
2021
Q3 | $123K | Hold |
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|
2021
Q2 | $123K | Hold |
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|
2021
Q1 | $117K | Hold |
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|
2020
Q4 | $97K | Hold |
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|
2020
Q3 | $88.7K | Sell |
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|
2020
Q2 | $104K | Hold |
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|
2020
Q1 | $68.4K | Hold |
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|
2019
Q4 | $144K | Hold |
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|
2019
Q3 | $144K | Hold |
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|
2019
Q2 | $137K | Hold |
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|
2019
Q1 | $124K | Buy |
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|
2018
Q4 | $101K | Hold |
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|
2018
Q3 | $115K | Buy |
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