Raymond James Financial Services Advisors’s Hagerty HGTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$587K Sell
2024
Q2
$601K Buy
2024
Q1
$339K Hold
2023
Q4
$289K Buy
2023
Q3
$299K Buy
2023
Q2
$295K Buy
2023
Q1
$247K Sell
2022
Q4
$241K Buy