Legacy Capital Wealth Partners’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
Q2 | $1.5M | Sell |
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|
2025
Q1 | $1.63M | Sell |
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|
2024
Q4 | $1.79M | Sell |
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|
2024
Q3 | $1.83M | Sell |
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|
2024
Q2 | $2M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.66M | Buy |
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|
2023
Q3 | $1.52M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $749K | Buy |
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|
2022
Q2 | $842K | Buy |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $2.38M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.2M | Buy |
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|
2020
Q4 | $1.07M | Buy |
|