Spire Wealth Management’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 | $24.9K | Buy |
1,361
+4
| +0.3% | +$73 | ﹤0.01% | 1431 |
|
|
2025
Q1 | $26.1K | Buy |
1,357
+4
| +0.3% | +$77 | ﹤0.01% | 1512 |
|
|
2024
Q4 | $27.2K | Buy |
1,353
+3
| +0.2% | +$60 | ﹤0.01% | 1515 |
|
|
2024
Q3 | $26.5K | Sell |
1,350
-1,533
| -53% | -$30.1K | ﹤0.01% | 1353 |
|
|
2024
Q2 | $59K | Buy |
2,883
+2,540
| +741% | +$52K | ﹤0.01% | 1065 |
|
|
2024
Q1 | $6.32K | Buy |
343
+4
| +1% | +$74 | ﹤0.01% | 1872 |
|
|
2023
Q4 | $5.76K | Buy |
339
+4
| +1% | +$68 | ﹤0.01% | 1919 |
|
|
2023
Q3 | $5.5K | Buy |
335
+4
| +1% | +$66 | ﹤0.01% | 1919 |
|
|
2023
Q2 | $4.91K | Buy |
331
+4
| +1% | +$59 | ﹤0.01% | 2005 |
|
|
2023
Q1 | $4.22K | Buy |
327
+208
| +175% | +$2.68K | ﹤0.01% | 2073 |
|
|
2022
Q4 | $2K | Buy |
119
+4
| +3% | +$67 | ﹤0.01% | 2052 |
|
|
2022
Q3 | $1K | Sell |
115
-601
| -84% | -$5.23K | ﹤0.01% | 2085 |
|
|
2022
Q2 | $10K | Buy |
716
+4
| +0.6% | +$56 | ﹤0.01% | 1913 |
|
|
2022
Q1 | $13K | Buy |
712
+3
| +0.4% | +$55 | ﹤0.01% | 1948 |
|
|
2021
Q4 | $12K | Buy |
709
+3
| +0.4% | +$51 | ﹤0.01% | 2307 |
|
|
2021
Q3 | $12K | Buy |
706
+2
| +0.3% | +$34 | ﹤0.01% | 2039 |
|
|
2021
Q2 | $12K | Buy |
704
+99
| +16% | +$1.69K | ﹤0.01% | 2054 |
|
|
2021
Q1 | $10K | Buy |
+605
| New | +$10K | ﹤0.01% | 2412 |
|