Steward Partners Investment Advisory’s Herc Holdings HRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29K | Sell |
25
-12
| -32% | -$1.58K | ﹤0.01% | 3603 |
|
|
2025
Q1 | $4.97K | Hold |
37
| – | – | ﹤0.01% | 3381 |
|
|
2024
Q4 | $7.01K | Sell |
37
-8
| -18% | -$1.52K | ﹤0.01% | 3243 |
|
|
2024
Q3 | $7.17K | Buy |
45
+7
| +18% | +$1.12K | ﹤0.01% | 3073 |
|
|
2024
Q2 | $5.07K | Buy |
38
+10
| +36% | +$1.33K | ﹤0.01% | 3037 |
|
|
2024
Q1 | $4.71K | Hold |
28
| – | – | ﹤0.01% | 3067 |
|
|
2023
Q4 | $4.17K | Hold |
28
| – | – | ﹤0.01% | 3029 |
|
|
2023
Q3 | $3.33K | Hold |
28
| – | – | ﹤0.01% | 2951 |
|
|
2023
Q2 | $3.83K | Buy |
+28
| New | +$3.83K | ﹤0.01% | 2876 |
|
|
2020
Q2 | – | Sell |
-33
| Closed | – | – | 2699 |
|
|
2020
Q1 | $0 | Buy |
+33
| New | – | ﹤0.01% | 2590 |
|
|
2019
Q4 | – | Sell |
-18
| Closed | – | – | 2652 |
|
|
2019
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 2678 |
|
|
2019
Q2 | $0 | Buy |
+18
| New | – | ﹤0.01% | 2644 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$3K | – | 1370 |
|
|
2018
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 2277 |
|
|
2018
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 2119 |
|
|
2018
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 1916 |
|
|
2017
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 1628 |
|
|
2017
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 1495 |
|
|
2017
Q2 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1523 |
|