Ridgewood Investments’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 | $24.9K | Hold |
1,000
| – | – | 0.01% | 413 |
|
2025
Q1 | $14.4K | Hold |
1,000
| – | – | 0.01% | 453 |
|
2024
Q4 | $12.1K | Hold |
1,000
| – | – | 0.01% | 452 |
|
2024
Q3 | $12.2K | Hold |
1,000
| – | – | 0.01% | 470 |
|
2024
Q2 | $7.08K | Buy |
+1,000
| New | +$7.08K | ﹤0.01% | 532 |
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$3.85K | – | 427 |
|
2023
Q2 | $3.85K | Hold |
1,000
| – | – | ﹤0.01% | 626 |
|
2023
Q1 | $3.08K | Buy |
+1,000
| New | +$3.08K | ﹤0.01% | 647 |
|