SageView Advisory Group’s Herc Holdings HRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Hold |
4,800
| – | – | 0.03% | 296 |
|
|
2025
Q1 | $644K | Hold |
4,800
| – | – | 0.03% | 292 |
|
|
2024
Q4 | $909K | Sell |
4,800
-900
| -16% | -$170K | 0.04% | 234 |
|
|
2024
Q3 | $909K | Hold |
5,700
| – | – | 0.05% | 213 |
|
|
2024
Q2 | $760K | Buy |
5,700
+1,894
| +50% | +$252K | 0.04% | 265 |
|
|
2024
Q1 | $287K | Sell |
3,806
-2,194
| -37% | -$166K | 0.01% | 426 |
|
|
2023
Q4 | $914K | Buy |
+6,000
| New | +$914K | 0.04% | 274 |
|