Steward Partners Investment Advisory’s HCI Group HCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-689
| Closed | -$63.5K | – | 3791 |
|
2024
Q2 | $63.5K | Buy |
689
+155
| +29% | +$14.3K | ﹤0.01% | 1987 |
|
2024
Q1 | $62K | Buy |
+534
| New | +$62K | ﹤0.01% | 1995 |
|
2018
Q2 | – | Sell |
-55
| Closed | -$2K | – | 2486 |
|
2018
Q1 | $2K | Hold |
55
| – | – | ﹤0.01% | 2006 |
|
2017
Q4 | $1K | Hold |
55
| – | – | ﹤0.01% | 1782 |
|
2017
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 1492 |
|
2017
Q2 | $2K | Hold |
55
| – | – | ﹤0.01% | 1415 |
|
2017
Q1 | $2K | Hold |
55
| – | – | ﹤0.01% | 1307 |
|
2016
Q4 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 758 |
|