Newbridge Financial Services Group’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,000
| Closed | -$7.08K | – | 847 |
|
|
2024
Q2 | $7.08K | Sell |
1,000
-1,000
| -50% | -$7.08K | ﹤0.01% | 773 |
|
|
2024
Q1 | $21.3K | Hold |
2,000
| – | – | 0.01% | 581 |
|
|
2023
Q4 | $13K | Hold |
2,000
| – | – | 0.01% | 680 |
|
|
2023
Q3 | $13K | Hold |
2,000
| – | – | 0.01% | 750 |
|
|
2023
Q2 | $7.7K | Hold |
2,000
| – | – | ﹤0.01% | 944 |
|
|
2023
Q1 | $6.16K | Hold |
2,000
| – | – | ﹤0.01% | 1015 |
|
|
2022
Q4 | $3.6K | Hold |
2,000
| – | – | ﹤0.01% | 1123 |
|
|
2022
Q3 | $5K | Hold |
2,000
| – | – | ﹤0.01% | 1042 |
|
|
2022
Q2 | $5K | Hold |
2,000
| – | – | ﹤0.01% | 1007 |
|
|
2022
Q1 | $14K | Hold |
2,000
| – | – | 0.01% | 831 |
|
|
2021
Q4 | $12K | Hold |
2,000
| – | – | 0.01% | 879 |
|
|
2021
Q3 | $14K | Hold |
2,000
| – | – | 0.01% | 770 |
|
|
2021
Q2 | $17K | Hold |
2,000
| – | – | 0.01% | 823 |
|
|
2021
Q1 | $22K | Hold |
2,000
| – | – | 0.02% | 667 |
|
|
2020
Q4 | $20K | Hold |
2,000
| – | – | 0.02% | 538 |
|
|
2020
Q3 | $20K | Buy |
+2,000
| New | +$20K | 0.02% | 502 |
|