Macquarie Group’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $64.4K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $49.6K | Buy |
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|
2024
Q1 | $7 | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $62K | Hold |
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|
2022
Q2 | $72K | Hold |
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|
2022
Q1 | $195 | Hold |
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|
2021
Q4 | $161K | Sell |
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|
2021
Q3 | $200K | Hold |
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|
2021
Q2 | $251K | Hold |
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|
2021
Q1 | $324K | Hold |
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|
2020
Q4 | $297K | Hold |
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|
2020
Q3 | $296K | Hold |
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|
2020
Q2 | $383K | Buy |
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|
2020
Q1 | $292K | Hold |
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|
2019
Q4 | $362K | Sell |
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|
2019
Q3 | $483K | Hold |
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|
2019
Q2 | $498K | Hold |
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|
2019
Q1 | $472K | Hold |
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|
2018
Q4 | $475K | Hold |
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|
2018
Q3 | $479K | Hold |
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|
2018
Q2 | $538K | Sell |
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|
2018
Q1 | $563K | Sell |
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|
2017
Q4 | $721K | Buy |
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|
2017
Q3 | $427K | Hold |
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|
2017
Q2 | $421K | Hold |
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|
2017
Q1 | $412K | Hold |
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|
2016
Q4 | $506K | Buy |
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|
2016
Q3 | $174K | Buy |
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