IFP Advisors’s Herc Holdings HRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77K | Buy |
19
+8
| +73% | +$1.17K | ﹤0.01% | 3735 |
|
|
2025
Q1 | $1.48K | Hold |
11
| – | – | ﹤0.01% | 3240 |
|
|
2024
Q4 | $2.08K | Buy |
11
+3
| +38% | +$568 | ﹤0.01% | 3091 |
|
|
2024
Q3 | $1.28K | 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% | -$13.4K | ﹤0.01% | 3002 |
|
|
2023
Q2 | $16.1K | Sell |
117
-9,099
| -99% | -$1.25M | ﹤0.01% | 2115 |
|
|
2023
Q1 | $512K | Buy |
9,216
+9,045
| +5,289% | +$503K | 0.02% | 600 |
|
|
2022
Q4 | $10K | Sell |
171
-9
| -5% | -$526 | ﹤0.01% | 3381 |
|
|
2022
Q3 | $11K | Hold |
180
| – | – | ﹤0.01% | 3578 |
|
|
2022
Q2 | $11K | Hold |
180
| – | – | ﹤0.01% | 3326 |
|
|
2022
Q1 | $11K | Buy |
+180
| New | +$11K | ﹤0.01% | 3326 |
|
|
2021
Q4 | – | Sell |
-1,646
| Closed | -$271K | – | 3364 |
|
|
2021
Q3 | $271K | Sell |
1,646
-99
| -6% | -$16.3K | 0.01% | 783 |
|
|
2021
Q2 | $194K | Buy |
1,745
+272
| +18% | +$30.2K | ﹤0.01% | 922 |
|
|
2021
Q1 | $149K | Buy |
1,473
+1,072
| +267% | +$108K | ﹤0.01% | 982 |
|
|
2020
Q4 | $27K | Buy |
401
+400
| +40,000% | +$26.9K | ﹤0.01% | 1679 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 3292 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 3156 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 3128 |
|
|
2019
Q4 | $0 | Sell |
1
-13
| -93% | – | ﹤0.01% | 3175 |
|
|
2019
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 2854 |
|
|
2019
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 2216 |
|
|
2018
Q4 | $0 | Sell |
14
-45
| -76% | – | ﹤0.01% | 3634 |
|
|
2018
Q3 | $3K | Sell |
59
-19
| -24% | -$966 | ﹤0.01% | 3376 |
|
|
2018
Q2 | $4K | Hold |
78
| – | – | ﹤0.01% | 3311 |
|
|
2018
Q1 | $5K | Hold |
78
| – | – | ﹤0.01% | 3163 |
|
|
2017
Q4 | $5K | Sell |
78
-6
| -7% | -$385 | ﹤0.01% | 3160 |
|
|
2017
Q3 | $4K | Buy |
84
+6
| +8% | +$286 | ﹤0.01% | 3468 |
|
|
2017
Q2 | $3K | Hold |
78
| – | – | ﹤0.01% | 3584 |
|
|
2017
Q1 | $4K | Hold |
78
| – | – | ﹤0.01% | 3375 |
|
|
2016
Q4 | $3K | Sell |
78
-1,421
| -95% | -$54.7K | ﹤0.01% | 3491 |
|
|
2016
Q3 | $51K | Buy |
+1,499
| New | +$51K | ﹤0.01% | 1791 |
|
|
2016
Q2 | – | Sell |
-5
| Closed | -$1K | – | 3978 |
|
|
2016
Q1 | $1K | Sell |
5
-2,039
| -100% | -$408K | ﹤0.01% | 2216 |
|
|
2015
Q4 | $87K | Buy |
+2,044
| New | +$87K | 0.01% | 1250 |
|