JIR
James Investment Research’s Haverty Furniture Companies HVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Hold |
13,983
| – | – | 0.03% | 278 |
|
|
2025
Q1 | $276K | Hold |
13,983
| – | – | 0.04% | 276 |
|
|
2024
Q4 | $311K | Hold |
13,983
| – | – | 0.04% | 264 |
|
|
2024
Q3 | $384K | Hold |
13,983
| – | – | 0.04% | 247 |
|
|
2024
Q2 | $354K | Hold |
13,983
| – | – | 0.04% | 247 |
|
|
2024
Q1 | $477K | Sell |
13,983
-7,625
| -35% | -$260K | 0.06% | 218 |
|
|
2023
Q4 | $767K | Hold |
21,608
| – | – | 0.1% | 167 |
|
|
2023
Q3 | $622K | Hold |
21,608
| – | – | 0.08% | 172 |
|
|
2023
Q2 | $653K | Hold |
21,608
| – | – | 0.08% | 165 |
|
|
2023
Q1 | $690K | Buy |
21,608
+102
| +0.5% | +$3.26K | 0.09% | 157 |
|
|
2022
Q4 | $643K | Sell |
21,506
-1,238
| -5% | -$37K | 0.09% | 158 |
|
|
2022
Q3 | $566K | Hold |
22,744
| – | – | 0.08% | 170 |
|
|
2022
Q2 | $527K | Hold |
22,744
| – | – | 0.07% | 176 |
|
|
2022
Q1 | $624K | Hold |
22,744
| – | – | 0.07% | 182 |
|
|
2021
Q4 | $695K | Hold |
22,744
| – | – | 0.06% | 182 |
|
|
2021
Q3 | $767K | Hold |
22,744
| – | – | 0.07% | 169 |
|
|
2021
Q2 | $973K | Sell |
22,744
-8,063
| -26% | -$345K | 0.08% | 155 |
|
|
2021
Q1 | $1.15M | Buy |
30,807
+272
| +0.9% | +$10.1K | 0.1% | 149 |
|
|
2020
Q4 | $845K | Hold |
30,535
| – | – | 0.08% | 168 |
|
|
2020
Q3 | $639K | Hold |
30,535
| – | – | 0.06% | 185 |
|
|
2020
Q2 | $489K | Buy |
30,535
+7,335
| +32% | +$117K | 0.05% | 200 |
|
|
2020
Q1 | $276K | Hold |
23,200
| – | – | 0.03% | 212 |
|
|
2019
Q4 | $468K | Buy |
23,200
+30
| +0.1% | +$605 | 0.03% | 234 |
|
|
2019
Q3 | $470K | Buy |
23,170
+1,375
| +6% | +$27.9K | 0.03% | 231 |
|
|
2019
Q2 | $371K | Buy |
21,795
+2,420
| +12% | +$41.2K | 0.03% | 261 |
|
|
2019
Q1 | $424K | Buy |
19,375
+590
| +3% | +$12.9K | 0.03% | 466 |
|
|
2018
Q4 | $353K | Buy |
18,785
+1,815
| +11% | +$34.1K | 0.02% | 490 |
|
|
2018
Q3 | $375K | Buy |
16,970
+1,395
| +9% | +$30.8K | 0.02% | 537 |
|
|
2018
Q2 | $336K | Buy |
15,575
+45
| +0.3% | +$971 | 0.01% | 549 |
|
|
2018
Q1 | $313K | Sell |
15,530
-44,280
| -74% | -$892K | 0.01% | 540 |
|
|
2017
Q4 | $1.36M | Hold |
59,810
| – | – | 0.05% | 448 |
|
|
2017
Q3 | $1.56M | Sell |
59,810
-410
| -0.7% | -$10.7K | 0.05% | 397 |
|
|
2017
Q2 | $1.51M | Buy |
+60,220
| New | +$1.51M | 0.05% | 264 |
|
|
2014
Q3 | – | Sell |
-295,394
| Closed | -$7.42M | – | 524 |
|
|
2014
Q2 | $7.42M | Sell |
295,394
-265,235
| -47% | -$6.67M | 0.24% | 109 |
|
|
2014
Q1 | $16.7M | Buy |
560,629
+64,079
| +13% | +$1.9M | 0.53% | 62 |
|
|
2013
Q4 | $15.5M | Buy |
496,550
+226,400
| +84% | +$7.09M | 0.49% | 71 |
|
|
2013
Q3 | $6.63M | Buy |
270,150
+88,600
| +49% | +$2.17M | 0.25% | 105 |
|
|
2013
Q2 | $4.18M | Buy |
+181,550
| New | +$4.18M | 0.17% | 116 |
|