NewEdge Advisors’s Heritage Insurance Holdings HRTG Stock Holding History

NewEdge Advisors’s Portfolio HRTG Stock Details HRTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$17K	Hold
2025 Q1	$9.85K	Hold
2024 Q4	$8.27K	Hold
2024 Q3	$8.36K	Sell
2024 Q2	$10.9K	Buy
2024 Q1	$7.27K	Sell
2023 Q4	$23.3K	Sell
2023 Q3	$373K	Buy