IFP Advisors’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.03K | Buy |
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|
2025
Q1 | $3.5K | Buy |
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|
2024
Q4 | $85 | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $23K | Hold |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $23K | Hold |
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|
2022
Q1 | $23K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $20K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $310K | Hold |
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|
2018
Q2 | $348K | Sell |
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|
2018
Q1 | $522K | Hold |
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|
2017
Q4 | $522K | Sell |
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|
2017
Q3 | $476K | Sell |
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|
2017
Q2 | $700K | Sell |
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|
2017
Q1 | $876K | Sell |
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|
2016
Q4 | $1.18M | Buy |
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|
2016
Q3 | $1.07M | Buy |
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|
2016
Q2 | $36K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $48K | Buy |
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