IFP Advisors’s Hercules Capital HTGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $171K | Sell |
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|
2025
Q2 | $168K | Sell |
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|
2025
Q1 | $185K | Sell |
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|
2024
Q4 | $220K | Buy |
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|
2024
Q3 | $196K | Sell |
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|
2024
Q2 | $376K | Sell |
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|
2024
Q1 | $343K | Buy |
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|
2023
Q4 | $296K | Buy |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $282K | Buy |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q4 | $188K | Buy |
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|
2022
Q3 | $136K | Buy |
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|
2022
Q2 | $123K | Hold |
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|
2022
Q1 | $123K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3K | Sell |
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|
2018
Q3 | $45K | Buy |
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|
2018
Q2 | $3K | Hold |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $3K | Sell |
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|
2017
Q3 | $80K | Sell |
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|
2017
Q2 | $168K | Sell |
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|
2017
Q1 | $193K | Sell |
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|
2016
Q4 | $204K | Buy |
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|
2016
Q3 | $22K | Hold |
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|
2016
Q2 | $20K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $31K | Buy |
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