IFP Advisors’s HCI Group HCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $105K | Buy |
679
+569
| +517% | +$93.2K | ﹤0.01% | 1814 |
|
|
2025
Q4 | $21.1K | Buy |
110
+34
| +45% | +$6.4K | ﹤0.01% | 2702 |
|
|
2025
Q3 | $14.6K | Buy |
76
+54
| +245% | +$8.55K | ﹤0.01% | 2726 |
|
|
2025
Q2 | $4.26K | Hold |
22
| – | – | ﹤0.01% | 3491 |
|
|
2025
Q1 | $3.28K | Buy |
22
+20
| +1,000% | +$2.54K | ﹤0.01% | 2985 |
|
|
2024
Q4 | $233 | Buy |
+2
| New | +$228 | ﹤0.01% | 3656 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$10.9K | – | 3178 |
|
|
2023
Q3 | $10.9K | Hold |
200
| – | – | ﹤0.01% | 2221 |
|
|
2023
Q2 | $12.4K | Hold |
200
| – | – | ﹤0.01% | 2217 |
|
|
2023
Q1 | $8.41K | Hold |
200
| – | – | ﹤0.01% | 2367 |
|
|
2022
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 3518 |
|
|
2022
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 3775 |
|
|
2022
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 3528 |
|
|
2022
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 3527 |
|
|
2021
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 2014 |
|
|
2021
Q3 | $22K | Hold |
200
| – | – | ﹤0.01% | 1940 |
|
|
2021
Q2 | $20K | Buy |
+200
| New | +$16.2K | ﹤0.01% | 1926 |
|
|
2018
Q3 | – | Sell |
-95
| Closed | -$4K | – | 3911 |
|
|
2018
Q2 | $4K | Sell |
95
-1,967
| -95% | -$81.4K | ﹤0.01% | 3359 |
|
|
2018
Q1 | $62K | Hold |
2,062
| – | – | ﹤0.01% | 1687 |
|
|
2017
Q4 | $62K | Sell |
2,062
-284
| -12% | -$9.46K | ﹤0.01% | 1704 |
|
|
2017
Q3 | $90K | Buy |
2,346
+197
| +9% | +$8.09K | ﹤0.01% | 1617 |
|
|
2017
Q2 | $101K | Buy |
+2,149
| New | +$98.1K | ﹤0.01% | 1521 |
|
|
2016
Q3 | – | Sell |
-100
| Closed | -$3K | – | 3951 |
|
|
2016
Q2 | $3K | Buy |
+100
| New | +$3.08K | ﹤0.01% | 3339 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$3K | – | 2809 |
|
|
2015
Q4 | $3K | Buy |
+100
| New | +$3.9K | ﹤0.01% | 3182 |
|
Other funds holding HCI
HRCM
KCM
VCM
FGP
VPM
