Ritholtz Wealth Management’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,524
| Closed | -$251K | – | 875 |
|
|
2024
Q3 | $251K | Sell |
20,524
-4,384
| -18% | -$53.7K | 0.01% | 750 |
|
|
2024
Q2 | $176K | Sell |
24,908
-2,844
| -10% | -$20.1K | 0.01% | 774 |
|
|
2024
Q1 | $296K | Sell |
27,752
-6,345
| -19% | -$67.6K | 0.01% | 638 |
|
|
2023
Q4 | $222K | Buy |
34,097
+23,826
| +232% | +$155K | 0.01% | 676 |
|
|
2023
Q3 | $66.7K | Buy |
+10,271
| New | +$66.7K | ﹤0.01% | 690 |
|