Steward Partners Investment Advisory’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-250
| Closed | -$1.77K | – | 3794 |
|
|
2024
Q2 | $1.77K | Sell |
250
-560
| -69% | -$3.97K | ﹤0.01% | 3304 |
|
|
2024
Q1 | $8.63K | Sell |
810
-2,877
| -78% | -$30.6K | ﹤0.01% | 2864 |
|
|
2023
Q4 | $24K | Sell |
3,687
-973
| -21% | -$6.34K | ﹤0.01% | 2320 |
|
|
2023
Q3 | $30.2K | Sell |
4,660
-3,385
| -42% | -$22K | ﹤0.01% | 2129 |
|
|
2023
Q2 | $31K | Buy |
8,045
+1,495
| +23% | +$5.76K | ﹤0.01% | 2079 |
|
|
2023
Q1 | $20.2K | Buy |
+6,550
| New | +$20.2K | ﹤0.01% | 2243 |
|