LC
Lincoln Capital’s Hagerty HGTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.14M | Buy |
607,309
+52,023
| +9% | +$526K | 1.18% | 20 |
|
|
2025
Q1 | $4.75M | Buy |
555,286
+60,791
| +12% | +$520K | 0.99% | 26 |
|
|
2024
Q4 | $4.77M | Buy |
494,495
+31,068
| +7% | +$300K | 1% | 25 |
|
|
2024
Q3 | $4.71M | Buy |
463,427
+32,483
| +8% | +$330K | 1% | 24 |
|
|
2024
Q2 | $4.48M | Buy |
430,944
+10,399
| +2% | +$108K | 1% | 25 |
|
|
2024
Q1 | $3.85M | Buy |
420,545
+91,782
| +28% | +$840K | 0.86% | 27 |
|
|
2023
Q4 | $2.59M | Buy |
328,763
+50,140
| +18% | +$396K | 0.63% | 31 |
|
|
2023
Q3 | $2.28M | Buy |
278,623
+725
| +0.3% | +$5.92K | 0.6% | 31 |
|
|
2023
Q2 | $2.6M | Sell |
277,898
-128
| -0% | -$1.2K | 0.67% | 31 |
|
|
2023
Q1 | $2.41M | Buy |
278,026
+43,470
| +19% | +$377K | 0.66% | 31 |
|
|
2022
Q4 | $1.97M | Buy |
234,556
+100,108
| +74% | +$842K | 0.57% | 34 |
|
|
2022
Q3 | $1.21M | Buy |
134,448
+87,415
| +186% | +$786K | 0.38% | 41 |
|
|
2022
Q2 | $540K | Buy |
+47,033
| New | +$540K | 0.15% | 69 |
|