Steward Partners Investment Advisory’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Buy |
11,624
+469
| +4% | +$4.74K | ﹤0.01% | 2020 |
|
|
2025
Q1 | $101K | Buy |
11,155
+830
| +8% | +$7.5K | ﹤0.01% | 2011 |
|
|
2024
Q4 | $99.6K | Buy |
10,325
+2,726
| +36% | +$26.3K | ﹤0.01% | 1986 |
|
|
2024
Q3 | $77.3K | Buy |
7,599
+1,657
| +28% | +$16.9K | ﹤0.01% | 2017 |
|
|
2024
Q2 | $61.8K | Buy |
5,942
+998
| +20% | +$10.4K | ﹤0.01% | 1999 |
|
|
2024
Q1 | $45.2K | Buy |
4,944
+122
| +3% | +$1.12K | ﹤0.01% | 2168 |
|
|
2023
Q4 | $37.6K | Buy |
4,822
+1,052
| +28% | +$8.21K | ﹤0.01% | 2114 |
|
|
2023
Q3 | $30.8K | Buy |
3,770
+2,148
| +132% | +$17.5K | ﹤0.01% | 2121 |
|
|
2023
Q2 | $15.2K | Buy |
1,622
+277
| +21% | +$2.59K | ﹤0.01% | 2417 |
|
|
2023
Q1 | $11.8K | Sell |
1,345
-342
| -20% | -$2.99K | ﹤0.01% | 2482 |
|
|
2022
Q4 | $14.2K | Buy |
1,687
+1,512
| +864% | +$12.7K | ﹤0.01% | 2405 |
|
|
2022
Q3 | $2K | Sell |
175
-325
| -65% | -$3.71K | ﹤0.01% | 3018 |
|
|
2022
Q2 | $6K | Hold |
500
| – | – | ﹤0.01% | 2690 |
|
|
2022
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 2883 |
|
|
2021
Q4 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 2724 |
|