Lindbrook Capital’s Heritage Insurance Holdings HRTG Stock Holding History

Lindbrook Capital’s Portfolio HRTG Stock Details HRTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$620	Sell
2024 Q4	$617	Buy
2024 Q3	$575	Buy
2024 Q1	–	Sell
2023 Q4	$2.58K	Buy
2020 Q2	–	Sell
2020 Q1	$1K	Buy