HighPoint Advisor Group’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
15,811
-515
| -3% | -$8.17K | 0.01% | 575 |
|
|
2025
Q1 | $251K | Buy |
16,326
+207
| +1% | +$3.18K | 0.01% | 543 |
|
|
2024
Q4 | $261K | Buy |
16,119
+134
| +0.8% | +$2.17K | 0.01% | 560 |
|
|
2024
Q3 | $270K | Sell |
15,985
-1,269
| -7% | -$21.5K | 0.02% | 520 |
|
|
2024
Q2 | $306K | Buy |
17,254
+1,202
| +7% | +$21.3K | 0.02% | 467 |
|
|
2024
Q1 | $257K | Buy |
16,052
+229
| +1% | +$3.67K | 0.02% | 509 |
|
|
2023
Q4 | $213K | Buy |
+15,823
| New | +$213K | 0.02% | 572 |
|
|
2022
Q2 | $428K | Buy |
+14,813
| New | +$428K | 0.05% | 317 |
|
|
2021
Q3 | $434K | Buy |
14,637
+51
| +0.3% | +$1.51K | 0.04% | 335 |
|
|
2021
Q2 | $389K | Sell |
14,586
-1,654
| -10% | -$44.1K | 0.04% | 347 |
|
|
2021
Q1 | $453K | Buy |
16,240
+2,672
| +20% | +$74.5K | 0.05% | 293 |
|
|
2020
Q4 | $391K | Buy |
13,568
+1,244
| +10% | +$35.8K | 0.05% | 302 |
|
|
2020
Q3 | $329K | Sell |
12,324
-746
| -6% | -$19.9K | 0.06% | 255 |
|
|
2020
Q2 | $352K | Sell |
13,070
-102
| -0.8% | -$2.75K | 0.08% | 212 |
|
|
2020
Q1 | $305K | Buy |
13,172
+82
| +0.6% | +$1.9K | 0.07% | 216 |
|
|
2019
Q4 | $415K | Sell |
13,090
-162
| -1% | -$5.14K | 0.09% | 204 |
|
|
2019
Q3 | $385K | Sell |
13,252
-657
| -5% | -$19.1K | 0.09% | 200 |
|
|
2019
Q2 | $377K | Sell |
13,909
-82
| -0.6% | -$2.22K | 0.09% | 193 |
|
|
2019
Q1 | $380K | Sell |
13,991
-34
| -0.2% | -$923 | 0.09% | 198 |
|
|
2018
Q4 | $404K | Buy |
14,025
+23
| +0.2% | +$663 | 0.11% | 185 |
|
|
2018
Q3 | $360K | Sell |
14,002
-49
| -0.3% | -$1.26K | 0.1% | 202 |
|
|
2018
Q2 | $401K | Buy |
14,051
+6
| +0% | +$171 | 0.11% | 199 |
|
|
2018
Q1 | $350K | Sell |
14,045
-60
| -0.4% | -$1.5K | 0.1% | 211 |
|
|
2017
Q4 | $365K | Sell |
14,105
-489
| -3% | -$12.7K | 0.1% | 194 |
|
|
2017
Q3 | $436K | Buy |
14,594
+38
| +0.3% | +$1.14K | 0.14% | 173 |
|
|
2017
Q2 | $437K | Hold |
14,556
| – | – | 0.14% | 176 |
|
|
2017
Q1 | $437K | Sell |
14,556
-439
| -3% | -$13.2K | 0.14% | 176 |
|
|
2016
Q4 | $476K | Buy |
14,995
+36
| +0.2% | +$1.14K | 0.15% | 174 |
|
|
2016
Q3 | $413K | Sell |
14,959
-2,761
| -16% | -$76.2K | 0.15% | 176 |
|
|
2016
Q2 | $589K | Buy |
17,720
+5,104
| +40% | +$170K | 0.21% | 120 |
|
|
2016
Q1 | $357K | Sell |
12,616
-1,044
| -8% | -$29.5K | 0.22% | 122 |
|
|
2015
Q4 | $380K | Buy |
+13,660
| New | +$380K | 0.25% | 119 |
|