Janney Montgomery Scott’s Heritage Insurance Holdings HRTG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$254K	Buy	+10,179	New	+$254K	﹤0.01%	2437
2024 Q4	–	Sell	-15,563	Closed	-$190K	–	2764
2024 Q3	$190K	Buy	+15,563	New	+$190K	﹤0.01%	2523