Lakewood Asset Management’s Hagerty HGTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-18,640	Closed	-$180K	–	110
2024 Q4	$180K	Buy	18,640 +397	+2%	+$3.83K	0.12%	113
2024 Q3	$186K	Buy	+18,243	New	+$186K	0.13%	113
2023 Q1	–	Sell	-7,571	Closed	-$64K	–	189
2022 Q4	$64K	Buy	+7,571	New	+$64K	0.05%	161