Montag & Associates’s Haverty Furniture Companies HVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44K | Sell |
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|
2025
Q1 | $134K | Hold |
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|
2024
Q4 | $151K | Hold |
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|
2024
Q3 | $187K | Hold |
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|
2024
Q2 | $172K | Hold |
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|
2024
Q1 | $232K | Hold |
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|
2023
Q4 | $241K | Hold |
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|
2023
Q3 | $195K | Hold |
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|
2023
Q2 | $205K | Hold |
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|
2023
Q1 | $217K | Hold |
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|
2022
Q4 | $203K | Hold |
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|
2022
Q3 | $169K | Hold |
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|
2022
Q2 | $157K | Hold |
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|
2022
Q1 | $186K | Hold |
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|
2021
Q4 | $208K | Hold |
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|
2021
Q3 | $229K | Sell |
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|
2021
Q2 | $329K | Hold |
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|
2021
Q1 | $286K | Hold |
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|
2020
Q4 | $213K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $208K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $202K | Hold |
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|
2014
Q2 | $233K | Buy |
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|
2014
Q1 | $246K | Hold |
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|
2013
Q4 | $259K | Sell |
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|
2013
Q3 | $214K | Hold |
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|
2013
Q2 | $201K | Buy |
|