Raymond James Financial Services Advisors’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $587K | Sell |
57,752
-71
| -0.1% | -$722 | ﹤0.01% | 2501 |
|
|
2024
Q2 | $601K | Buy |
57,823
+20,773
| +56% | +$216K | ﹤0.01% | 2397 |
|
|
2024
Q1 | $339K | Hold |
37,050
| – | – | ﹤0.01% | 2763 |
|
|
2023
Q4 | $289K | Buy |
37,050
+480
| +1% | +$3.74K | ﹤0.01% | 2751 |
|
|
2023
Q3 | $299K | Buy |
36,570
+5,000
| +16% | +$40.9K | ﹤0.01% | 2654 |
|
|
2023
Q2 | $295K | Buy |
31,570
+3,269
| +12% | +$30.6K | ﹤0.01% | 2668 |
|
|
2023
Q1 | $247K | Sell |
28,301
-393
| -1% | -$3.44K | ﹤0.01% | 2757 |
|
|
2022
Q4 | $241K | Buy |
+28,694
| New | +$241K | ﹤0.01% | 2730 |
|