Raymond James Financial Services Advisors’s Hercules Capital HTGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.48M | Buy |
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|
2024
Q2 | $1.75M | Sell |
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|
2024
Q1 | $1.62M | Buy |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $769K | Buy |
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|
2023
Q2 | $591K | Buy |
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|
2023
Q1 | $492K | Buy |
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|
2022
Q4 | $495K | Sell |
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|
2022
Q3 | $477K | Sell |
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|
2022
Q2 | $584K | Sell |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $637K | Buy |
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|
2021
Q3 | $589K | Buy |
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|
2021
Q2 | $412K | Buy |
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|
2021
Q1 | $387K | Buy |
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|
2020
Q4 | $317K | Buy |
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|
2020
Q3 | $237K | Buy |
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|
2020
Q2 | $167K | Sell |
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|
2020
Q1 | $161K | Sell |
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|
2019
Q4 | $389K | Buy |
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|
2019
Q3 | $236K | Buy |
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|
2019
Q2 | $217K | Sell |
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|
2019
Q1 | $222K | Sell |
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|
2018
Q4 | $285K | Buy |
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|
2018
Q3 | $187K | Sell |
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|
2018
Q2 | $181K | Sell |
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|
2018
Q1 | $198K | Sell |
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|
2017
Q4 | $242K | Sell |
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|
2017
Q3 | $266K | Sell |
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|
2017
Q2 | $407K | Sell |
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|
2017
Q1 | $745K | Sell |
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|
2016
Q4 | $794K | Buy |
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|
2016
Q3 | $733K | Buy |
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|
2016
Q2 | $626K | Buy |
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|
2016
Q1 | $474K | Sell |
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|
2015
Q4 | $545K | Sell |
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|
2015
Q3 | $499K | Buy |
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|
2015
Q2 | $286K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $430K | Buy |
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