Jones Financial Companies’s Hercules Capital HTGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Buy |
7,215
+2,269
| +46% | +$41.2K | ﹤0.01% | 1828 |
|
|
2025
Q1 | $95.2K | Buy |
4,946
+904
| +22% | +$17.4K | ﹤0.01% | 1793 |
|
|
2024
Q4 | $81.2K | Buy |
4,042
+2,693
| +200% | +$54.1K | ﹤0.01% | 1699 |
|
|
2024
Q3 | $26.6K | Buy |
1,349
+61
| +5% | +$1.21K | ﹤0.01% | 1857 |
|
|
2024
Q2 | $26.3K | Buy |
+1,288
| New | +$26.3K | ﹤0.01% | 1463 |
|