HAG
HighPoint Advisor Group’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
883
-72
| -8% | -$32.2K | 0.02% | 440 |
|
|
2025
Q1 | $410K | Sell |
955
-75
| -7% | -$32.2K | 0.02% | 405 |
|
|
2024
Q4 | $471K | Sell |
1,030
-303
| -23% | -$139K | 0.03% | 391 |
|
|
2024
Q3 | $613K | Buy |
1,333
+250
| +23% | +$115K | 0.04% | 321 |
|
|
2024
Q2 | $451K | Buy |
1,083
+77
| +8% | +$32.1K | 0.03% | 376 |
|
|
2024
Q1 | $443K | Buy |
1,006
+10
| +1% | +$4.4K | 0.03% | 375 |
|
|
2023
Q4 | $443K | Buy |
+996
| New | +$443K | 0.03% | 380 |
|
|
2016
Q2 | – | Sell |
-3,577
| Closed | -$555K | – | 283 |
|
|
2016
Q1 | $555K | Sell |
3,577
-840
| -19% | -$130K | 0.34% | 86 |
|
|
2015
Q4 | $644K | Buy |
4,417
+1,134
| +35% | +$165K | 0.42% | 72 |
|
|
2015
Q3 | $525K | Buy |
+3,283
| New | +$525K | 0.58% | 69 |
|