Nisa Investment 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 | $27.6K | Buy |
1,106
+1,062
| +2,414% | +$26.5K | ﹤0.01% | 1790 |
|
|
2025
Q1 | $634 | Buy |
+44
| New | +$634 | ﹤0.01% | 2749 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$3 | – | 2350 |
|
|
2021
Q1 | $3 | Hold |
300
| – | – | ﹤0.01% | 2275 |
|
|
2020
Q4 | $3K | Sell |
300
-1,000
| -77% | -$10K | ﹤0.01% | 2278 |
|
|
2020
Q3 | $13K | Hold |
1,300
| – | – | ﹤0.01% | 2083 |
|
|
2020
Q2 | $17K | Buy |
1,300
+300
| +30% | +$3.92K | ﹤0.01% | 1807 |
|
|
2020
Q1 | $11K | Buy |
1,000
+860
| +614% | +$9.46K | ﹤0.01% | 1833 |
|
|
2019
Q4 | $2K | Sell |
140
-2,160
| -94% | -$30.9K | ﹤0.01% | 1990 |
|
|
2019
Q3 | $34K | Buy |
2,300
+300
| +15% | +$4.44K | ﹤0.01% | 1577 |
|
|
2019
Q2 | $31K | Hold |
2,000
| – | – | ﹤0.01% | 1556 |
|
|
2019
Q1 | $29K | Hold |
2,000
| – | – | ﹤0.01% | 1577 |
|
|
2018
Q4 | $29K | Buy |
+2,000
| New | +$29K | ﹤0.01% | 1501 |
|