Raymond James Financial’s Hagerty HGTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$785K	Sell	77,635 -11,443	-13%	-$116K	﹤0.01%	3713
2025 Q1	$805K	Sell	89,078 -1,989	-2%	-$18K	﹤0.01%	3622
2024 Q4	$879K	Buy	+91,067	New	+$879K	﹤0.01%	3529