Rothschild Investment LLC’s Hercules Capital HTGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.83K Hold
100
﹤0.01% 2142
2025
Q1
$1.92K Hold
100
﹤0.01% 1921
2024
Q4
$2.01K Sell
100
-750
-88% -$15.1K ﹤0.01% 1800
2024
Q3
$16.7K Hold
850
﹤0.01% 1039
2024
Q2
$17.4K Sell
850
-750
-47% -$15.3K ﹤0.01% 994
2024
Q1
$29.5K Buy
1,600
+100
+7% +$1.85K ﹤0.01% 833
2023
Q4
$25K Buy
+1,500
New +$25K ﹤0.01% 803