IFP Advisors’s Herc Holdings HRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.22M | Buy |
+12,211
| New | +$1.74M | 0.03% | 605 |
|
|
2025
Q4 | – | Sell |
-1
| Closed | -$117 | – | 4956 |
|
|
2025
Q3 | $117 | Sell |
1
-18
| -95% | -$2.32K | ﹤0.01% | 4518 |
|
|
2025
Q2 | $2.77K | Buy |
19
+8
| +73% | +$971 | ﹤0.01% | 3735 |
|
|
2025
Q1 | $1.48K | Hold |
11
| – | – | ﹤0.01% | 3240 |
|
|
2024
Q4 | $2.08K | Buy |
11
+3
| +38% | +$605 | ﹤0.01% | 3091 |
|
|
2024
Q3 | $1.27K | Hold |
8
| – | – | ﹤0.01% | 3038 |
|
|
2024
Q2 | $1.07K | Hold |
8
| – | – | ﹤0.01% | 2974 |
|
|
2024
Q1 | $1.39K | Hold |
8
| – | – | ﹤0.01% | 2784 |
|
|
2023
Q4 | $1.23K | Hold |
8
| – | – | ﹤0.01% | 2783 |
|
|
2023
Q3 | $983 | Sell |
8
-109
| -93% | -$14.2K | ﹤0.01% | 3002 |
|
|
2023
Q2 | $16.1K | Sell |
117
-9,099
| -99% | -$1.01M | ﹤0.01% | 2115 |
|
|
2023
Q1 | $512K | Buy |
9,216
+9,045
| +5,289% | +$1.25M | 0.02% | 600 |
|
|
2022
Q4 | $10K | Sell |
171
-9
| -5% | -$1.1K | ﹤0.01% | 3381 |
|
|
2022
Q3 | $11K | Hold |
180
| – | – | ﹤0.01% | 3577 |
|
|
2022
Q2 | $11K | Hold |
180
| – | – | ﹤0.01% | 3325 |
|
|
2022
Q1 | $11K | Buy |
+180
| New | +$28.5K | ﹤0.01% | 3325 |
|
|
2021
Q4 | – | Sell |
-1,646
| Closed | -$271K | – | 3415 |
|
|
2021
Q3 | $271K | Sell |
1,646
-99
| -6% | -$12.5K | 0.01% | 814 |
|
|
2021
Q2 | $194K | Buy |
1,745
+272
| +18% | +$28.8K | ﹤0.01% | 922 |
|
|
2021
Q1 | $149K | Buy |
1,473
+1,072
| +267% | +$86.7K | ﹤0.01% | 982 |
|
|
2020
Q4 | $27K | Buy |
401
+400
| +40,000% | +$21.6K | ﹤0.01% | 1680 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 3332 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 3195 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 3184 |
|
|
2019
Q4 | $0 | Sell |
1
-13
| -93% | -$607 | ﹤0.01% | 3188 |
|
|
2019
Q3 | $1K | Buy |
+14
| New | +$608 | ﹤0.01% | 2869 |
|
|
2019
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 2216 |
|
|
2018
Q4 | $0 | Sell |
14
-45
| -76% | -$1.57K | ﹤0.01% | 3689 |
|
|
2018
Q3 | $3K | Sell |
59
-19
| -24% | -$1.03K | ﹤0.01% | 3417 |
|
|
2018
Q2 | $4K | Hold |
78
| – | – | ﹤0.01% | 3361 |
|
|
2018
Q1 | $5K | Hold |
78
| – | – | ﹤0.01% | 3163 |
|
|
2017
Q4 | $5K | Sell |
78
-6
| -7% | -$330 | ﹤0.01% | 3210 |
|
|
2017
Q3 | $4K | Buy |
84
+6
| +8% | +$260 | ﹤0.01% | 3508 |
|
|
2017
Q2 | $3K | Hold |
78
| – | – | ﹤0.01% | 3618 |
|
|
2017
Q1 | $4K | Hold |
78
| – | – | ﹤0.01% | 3410 |
|
|
2016
Q4 | $3K | Sell |
78
-1,421
| -95% | -$51.3K | ﹤0.01% | 3519 |
|
|
2016
Q3 | $51K | Buy |
+1,499
| New | +$50.3K | ﹤0.01% | 1801 |
|
|
2016
Q2 | – | Sell |
-5
| Closed | -$1K | – | 3922 |
|
|
2016
Q1 | $1K | Sell |
5
-2,039
| -100% | -$59.9K | ﹤0.01% | 2206 |
|
|
2015
Q4 | $87K | Buy |
+2,044
| New | +$103K | 0.01% | 1255 |
|
Other funds holding HRI
CCM
VPM
VCM
GI
