Kozak & Associates’s Hercules Capital HTGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $58.9K | Buy |
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|
2025
Q2 | $53.4K | Buy |
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|
2025
Q1 | $48.1K | Buy |
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|
2024
Q4 | $55.4K | Buy |
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|
2024
Q3 | $54.4K | Buy |
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|
2024
Q2 | $55.9K | Buy |
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|
2024
Q1 | $49.4K | Buy |
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|
2023
Q4 | $36.2K | Buy |
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|
2023
Q3 | $33.1K | Buy |
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|
2023
Q2 | $30.2K | Buy |
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|
2023
Q1 | $25.5K | Buy |
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|
2022
Q4 | $22K | Buy |
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|
2022
Q3 | $19K | Buy |
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|
2022
Q2 | $18K | Buy |
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|
2022
Q1 | $15K | Hold |
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|
2021
Q4 | $15K | Buy |
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|
2021
Q3 | $15K | Buy |
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