NewEdge Advisors’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Hold |
683
| – | – | ﹤0.01% | 3009 |
|
|
2025
Q1 | $9.85K | Hold |
683
| – | – | ﹤0.01% | 3110 |
|
|
2024
Q4 | $8.27K | Hold |
683
| – | – | ﹤0.01% | 3090 |
|
|
2024
Q3 | $8.36K | Sell |
683
-857
| -56% | -$10.5K | ﹤0.01% | 2998 |
|
|
2024
Q2 | $10.9K | Buy |
1,540
+857
| +125% | +$6.07K | ﹤0.01% | 2834 |
|
|
2024
Q1 | $7.27K | Sell |
683
-2,891
| -81% | -$30.8K | ﹤0.01% | 3004 |
|
|
2023
Q4 | $23.3K | Sell |
3,574
-53,839
| -94% | -$351K | ﹤0.01% | 2512 |
|
|
2023
Q3 | $373K | Buy |
+57,413
| New | +$373K | ﹤0.01% | 1320 |
|