HSBC Holdings’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Hold |
24,855
| – | – | ﹤0.01% | 2087 |
|
|
2025
Q1 | $226K | Sell |
24,855
-379
| -2% | -$3.45K | ﹤0.01% | 2109 |
|
|
2024
Q4 | $242K | Sell |
25,234
-1,521
| -6% | -$14.6K | ﹤0.01% | 2199 |
|
|
2024
Q3 | $273K | Sell |
26,755
-443
| -2% | -$4.53K | ﹤0.01% | 2051 |
|
|
2024
Q2 | $281K | Buy |
27,198
+2
| +0% | +$21 | ﹤0.01% | 1979 |
|
|
2024
Q1 | $249K | Hold |
27,196
| – | – | ﹤0.01% | 2158 |
|
|
2023
Q4 | $210K | Buy |
27,196
+2,158
| +9% | +$16.6K | ﹤0.01% | 1990 |
|
|
2023
Q3 | $206K | Buy |
+25,038
| New | +$206K | ﹤0.01% | 1916 |
|