Raymond James Financial’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	$2.8M	Buy	112,403 +20,186	+22%	+$503K	﹤0.01%	2806
2025 Q1	$1.33M	Sell	92,217 -632	-0.7%	-$9.11K	﹤0.01%	3273
2024 Q4	$1.12M	Buy	+92,849	New	+$1.12M	﹤0.01%	3365