Shell Asset Management’s Haverty Furniture Companies HVT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$30K Sell
1,470
-965
-40% -$19.7K ﹤0.01% 1198
2025
Q1
$48K Sell
2,435
-106
-4% -$2.09K ﹤0.01% 1155
2024
Q4
$57K Hold
2,541
﹤0.01% 1154
2024
Q3
$70K Buy
+2,541
New +$70K ﹤0.01% 1125
2024
Q1
$68K Sell
2,686
-301
-10% -$7.62K ﹤0.01% 1105
2023
Q4
$106K Sell
2,987
-892
-23% -$31.7K ﹤0.01% 1044
2023
Q3
$112K Sell
3,879
-60
-2% -$1.73K ﹤0.01% 1064
2023
Q2
$119K Sell
3,939
-1,646
-29% -$49.7K ﹤0.01% 1082
2023
Q1
$178K Sell
5,585
-19
-0.3% -$606 0.01% 966
2022
Q4
$168K Sell
5,604
-1,262
-18% -$37.8K 0.01% 1010
2022
Q3
$171K Sell
6,866
-1,780
-21% -$44.3K 0.01% 1063
2022
Q2
$200K Buy
8,646
+25
+0.3% +$578 0.01% 1124
2022
Q1
$236K Sell
8,621
-1,269
-13% -$34.7K 0.01% 1127
2021
Q4
$302K Buy
9,890
+32
+0.3% +$977 0.01% 1105
2021
Q3
$332K Sell
9,858
-420
-4% -$14.1K 0.01% 1041
2021
Q2
$439K Buy
10,278
+550
+6% +$23.5K 0.01% 975
2021
Q1
$362K Hold
9,728
0.01% 981
2020
Q4
$269K Hold
9,728
0.01% 1037
2020
Q3
$204K Hold
9,728
﹤0.01% 1038
2020
Q2
$156K Buy
+9,728
New +$156K ﹤0.01% 1074