Heritage Wealth Advisors’s Tredegar Corp TG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.11K Hold
240
﹤0.01% 512
2025
Q1
$1.85K Hold
240
﹤0.01% 511
2024
Q4
$1.84K Hold
240
﹤0.01% 557
2024
Q3
$1.75K Hold
240
﹤0.01% 551
2024
Q2
$1.15K Hold
240
﹤0.01% 484
2024
Q1
$1.57K Hold
240
﹤0.01% 502
2023
Q4
$1.3K Hold
240
﹤0.01% 513
2023
Q3
$1.3K Hold
240
﹤0.01% 472
2023
Q2
$1.6K Hold
240
﹤0.01% 506
2023
Q1
$2.19K Hold
240
﹤0.01% 514
2022
Q4
$2.45K Hold
240
﹤0.01% 502
2022
Q3
$2.27K Hold
240
﹤0.01% 479
2022
Q2
$2K Hold
240
﹤0.01% 527
2022
Q1
$3K Sell
240
-26,077
-99% -$326K ﹤0.01% 493
2021
Q4
$311K Buy
26,317
+1,794
+7% +$21.2K 0.02% 163
2021
Q3
$299K Buy
24,523
+304
+1% +$3.7K 0.02% 165
2021
Q2
$333K Buy
24,219
+918
+4% +$12.6K 0.02% 163
2021
Q1
$350K Sell
23,301
-491
-2% -$7.37K 0.02% 162
2020
Q4
$397K Buy
23,792
+2,285
+11% +$38.1K 0.02% 147
2020
Q3
$320K Buy
21,507
+2,254
+12% +$33.5K 0.04% 122
2020
Q2
$296K Buy
19,253
+903
+5% +$13.9K 0.04% 122
2020
Q1
$287K Buy
18,350
+631
+4% +$9.86K 0.05% 105
2019
Q4
$396K Buy
17,719
+723
+4% +$16.2K 0.05% 122
2019
Q3
$331K Buy
16,996
+849
+5% +$16.5K 0.05% 125
2019
Q2
$268K Buy
16,147
+875
+6% +$14.5K 0.04% 126
2019
Q1
$246K Buy
15,272
+2,143
+16% +$34.6K 0.04% 119
2018
Q4
$208K Hold
13,129
0.04% 119
2018
Q3
$284K Hold
13,129
0.06% 104
2018
Q2
$309K Buy
13,129
+786
+6% +$18.5K 0.12% 94
2018
Q1
$221K Buy
12,343
+735
+6% +$13.2K 0.09% 104
2017
Q4
$223K Buy
11,608
+784
+7% +$15.1K 0.1% 107
2017
Q3
$195K Buy
+10,824
New +$195K 0.1% 103
2017
Q1
Sell
-8,506
Closed -$204K 97
2016
Q4
$204K Buy
+8,506
New +$204K 0.13% 83