Heritage Wealth Management (Arizona)’s Selective Insurance SIGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $260K | Sell |
2,774
-343
| -11% | -$32.2K | 0.14% | 131 |
|
|
2024
Q1 | $340K | Sell |
3,117
-104
| -3% | -$11.4K | 0.17% | 115 |
|
|
2023
Q4 | $320K | Buy |
+3,221
| New | +$320K | 0.17% | 115 |
|
|
2022
Q4 | $998K | Buy |
11,258
+5,816
| +107% | +$515K | 0.14% | 115 |
|
|
2022
Q3 | $443K | Buy |
5,442
+65
| +1% | +$5.29K | 0.14% | 110 |
|
|
2022
Q2 | $467K | Buy |
5,377
+311
| +6% | +$27K | 0.16% | 104 |
|
|
2022
Q1 | $453K | Buy |
+5,066
| New | +$453K | 0.12% | 131 |
|
|
2021
Q3 | $204K | Buy |
2,707
+522
| +24% | +$39.3K | 0.07% | 212 |
|
|
2021
Q2 | $177K | Buy |
+2,185
| New | +$177K | 0.07% | 249 |
|