Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Hercules Capital HTGC Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-200
Closed -$3.28K – 232
2023
Q3 		$3.28K Buy
+200
New +$3.27K ﹤0.01% 426

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Legacy Financial Group (Iowa)'s HTGC Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Hercules Capital (HTGC) in Q4 2023, closing a stake of 200 shares — an estimated $3.28K sold.

Legacy Financial Group (Iowa) first reported a position in HTGC in Q3 2023 and held it in 1 quarter. The position peaked at $3.28K in Q3 2023. 290 funds tracked by Wall St. Rank hold HTGC as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Hercules Capital position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 200 Hercules Capital shares in Q4 2023, an estimated $3.28K.
  • Legacy Financial Group (Iowa) first reported a position in Hercules Capital in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Hercules Capital position peaked at $3.28K in Q3 2023.
  • 290 funds tracked by Wall St. Rank held Hercules Capital as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.