Nisa Investment Advisors’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 | $27.8K | Hold |
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|
2025
Q2 | $27.6K | Buy |
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|
2025
Q1 | $634 | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $3 | Hold |
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|
2020
Q4 | $3K | Sell |
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|
2020
Q3 | $13K | Hold |
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|
2020
Q2 | $17K | Buy |
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|
2020
Q1 | $11K | Buy |
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|
2019
Q4 | $2K | Sell |
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|
2019
Q3 | $34K | Buy |
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|
2019
Q2 | $31K | Hold |
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|
2019
Q1 | $29K | Hold |
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|
2018
Q4 | $29K | Buy |
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