Simplex Trading’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 3107 |
|
|
2025
Q1 | – | Sell |
-2,240
| Closed | -$21K | – | 3034 |
|
|
2024
Q4 | $21K | Sell |
2,240
-1,553
| -41% | -$14.6K | ﹤0.01% | 1675 |
|
|
2024
Q3 | $38K | Buy |
+3,793
| New | +$38K | ﹤0.01% | 1356 |
|
|
2024
Q2 | – | Sell |
-1,397
| Closed | -$12K | – | 3092 |
|
|
2024
Q1 | $12K | Buy |
1,397
+1,181
| +547% | +$10.1K | ﹤0.01% | 1814 |
|
|
2023
Q4 | $1K | Buy |
216
+112
| +108% | +$519 | ﹤0.01% | 2213 |
|
|
2023
Q3 | $0 | Sell |
104
-9,928
| -99% | – | ﹤0.01% | 3000 |
|
|
2023
Q2 | $93K | Buy |
10,032
+437
| +5% | +$4.05K | ﹤0.01% | 1070 |
|
|
2023
Q1 | $83K | Buy |
9,595
+9,557
| +25,150% | +$82.7K | ﹤0.01% | 1064 |
|
|
2022
Q4 | $0 | Sell |
38
-673
| -95% | – | ﹤0.01% | 3201 |
|
|
2022
Q3 | $6K | Sell |
711
-1,272
| -64% | -$10.7K | ﹤0.01% | 2155 |
|
|
2022
Q2 | $22K | Buy |
1,983
+495
| +33% | +$5.49K | ﹤0.01% | 1722 |
|
|
2022
Q1 | $16K | Buy |
+1,488
| New | +$16K | ﹤0.01% | 2159 |
|