Lindbrook Capital’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $620 | Sell |
43
-8
| -16% | -$115 | ﹤0.01% | 2582 |
|
|
2024
Q4 | $617 | Buy |
51
+4
| +9% | +$48 | ﹤0.01% | 2570 |
|
|
2024
Q3 | $575 | Buy |
+47
| New | +$575 | ﹤0.01% | 2629 |
|
|
2024
Q1 | – | Sell |
-396
| Closed | -$2.58K | – | 2697 |
|
|
2023
Q4 | $2.58K | Buy |
+396
| New | +$2.58K | ﹤0.01% | 2179 |
|
|
2020
Q2 | – | Sell |
-72
| Closed | -$1K | – | 1792 |
|
|
2020
Q1 | $1K | Buy |
+72
| New | +$1K | ﹤0.01% | 1470 |
|