HRT Financial’s Latham Group SWIM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-64,712
Closed -$450K 3100
2024
Q4
$450K Buy
+64,712
New +$450K ﹤0.01% 1325
2023
Q2
Sell
-81,322
Closed -$232K 3040
2023
Q1
$232K Buy
+81,322
New +$232K ﹤0.01% 1695
2022
Q4
Sell
-29,501
Closed -$105K 2900
2022
Q3
$105K Sell
29,501
-53,239
-64% -$189K ﹤0.01% 2205
2022
Q2
$573K Buy
+82,740
New +$573K 0.01% 1354