Sequoia Financial Advisors’s Hercules Capital HTGC Stock Holding History

Sequoia Financial Advisors’s Portfolio HTGC Stock Details HTGC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$158K	Sell
2025 Q4	$248K	Buy
2017 Q1	–	Sell
2016 Q4	$334K	Buy
2016 Q3	$235K	Sell
2016 Q2	$244K	Buy