Kingsview Wealth Management’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	$281K	Sell	11,284 -4,500	-29%	-$112K	﹤0.01%	965
2025 Q1	$228K	Buy	+15,784	New	+$228K	﹤0.01%	991