LPL Financial’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
115,483
-135
| -0.1% | -$1.37K | ﹤0.01% | 3579 |
|
|
2025
Q1 | $1.05M | Buy |
115,618
+520
| +0.5% | +$4.7K | ﹤0.01% | 3480 |
|
|
2024
Q4 | $1.11M | Sell |
115,098
-200
| -0.2% | -$1.93K | ﹤0.01% | 3373 |
|
|
2024
Q3 | $1.17M | Sell |
115,298
-233
| -0.2% | -$2.37K | ﹤0.01% | 3202 |
|
|
2024
Q2 | $1.2M | Sell |
115,531
-1,600
| -1% | -$16.6K | ﹤0.01% | 3047 |
|
|
2024
Q1 | $1.07M | Buy |
117,131
+9,000
| +8% | +$82.4K | ﹤0.01% | 3082 |
|
|
2023
Q4 | $843K | Buy |
108,131
+13,025
| +14% | +$102K | ﹤0.01% | 3165 |
|
|
2023
Q3 | $777K | Buy |
95,106
+12,192
| +15% | +$99.6K | ﹤0.01% | 3097 |
|
|
2023
Q2 | $776K | Buy |
82,914
+24,799
| +43% | +$232K | ﹤0.01% | 3043 |
|
|
2023
Q1 | $508K | Buy |
58,115
+27,553
| +90% | +$241K | ﹤0.01% | 3298 |
|
|
2022
Q4 | $257K | Buy |
+30,562
| New | +$257K | ﹤0.01% | 3764 |
|