HRT Financial’s Westwood Holdings Group WHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,786
| Closed | -$255K | – | 3318 |
|
|
2025
Q1 | $255K | Buy |
+15,786
| New | +$255K | ﹤0.01% | 1651 |
|
|
2021
Q4 | – | Sell |
-12,423
| Closed | -$236K | – | 3855 |
|
|
2021
Q3 | $236K | Sell |
12,423
-1,259
| -9% | -$23.9K | ﹤0.01% | 2325 |
|
|
2021
Q2 | $297K | Buy |
+13,682
| New | +$297K | ﹤0.01% | 2053 |
|
|
2019
Q4 | – | Sell |
-7,683
| Closed | -$212K | – | 1596 |
|
|
2019
Q3 | $212K | Buy |
+7,683
| New | +$212K | 0.01% | 1012 |
|