Kennedy Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $2.71M | Buy |
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|
2024
Q1 | $663K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.34M | Sell |
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|
2021
Q3 | $2.49M | Sell |
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|
2021
Q2 | $3.61M | Sell |
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|
2021
Q1 | $5.42M | Sell |
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|
2020
Q4 | $5.25M | Buy |
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|
2020
Q3 | $5.23M | Sell |
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|
2020
Q2 | $6.93M | Buy |
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|
2020
Q1 | $5.6M | Buy |
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|
2019
Q4 | $5.17M | Sell |
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|
2019
Q3 | $7.51M | Sell |
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|
2019
Q2 | $11.5M | Buy |
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|
2019
Q1 | $10.5M | Buy |
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|
2018
Q4 | $10.6M | Sell |
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|
2018
Q3 | $10.6M | Sell |
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|
2018
Q2 | $12M | Buy |
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|
2018
Q1 | $7.1M | Sell |
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|
2017
Q4 | $11.5M | Buy |
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|
2017
Q3 | $8.25M | Buy |
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|
2017
Q2 | $5.11M | Buy |
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|
2017
Q1 | $229K | Buy |
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