KOC
Koss-Olinger Consulting’s Haverty Furniture Companies HVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,479
| Closed | -$322K | – | 318 |
|
|
2024
Q4 | $322K | Sell |
14,479
-765
| -5% | -$17K | 0.03% | 154 |
|
|
2024
Q3 | $419K | Buy |
15,244
+991
| +7% | +$27.2K | 0.04% | 182 |
|
|
2024
Q2 | $360K | Buy |
+14,253
| New | +$360K | 0.03% | 186 |
|
|
2024
Q1 | – | Sell |
-12,058
| Closed | -$428K | – | 153 |
|
|
2023
Q4 | $428K | Buy |
12,058
+1,824
| +18% | +$64.7K | 0.04% | 169 |
|
|
2023
Q3 | $295K | Buy |
10,234
+1,493
| +17% | +$43K | 0.04% | 192 |
|
|
2023
Q2 | $264K | Buy |
8,741
+874
| +11% | +$26.4K | 0.03% | 207 |
|
|
2023
Q1 | $251K | Buy |
7,867
+232
| +3% | +$7.4K | 0.03% | 202 |
|
|
2022
Q4 | $228K | Buy |
+7,635
| New | +$228K | 0.03% | 197 |
|