Steward Partners Investment Advisory’s Hertz HTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.3K | Buy |
+10,000
| New | +$68.3K | ﹤0.01% | 2312 |
|
|
2024
Q1 | – | Sell |
-775
| Closed | -$8.05K | – | 3611 |
|
|
2023
Q4 | $8.05K | Sell |
775
-6,225
| -89% | -$64.7K | ﹤0.01% | 2792 |
|
|
2023
Q3 | $85.8K | Buy |
+7,000
| New | +$85.8K | ﹤0.01% | 1650 |
|
|
2023
Q1 | – | Sell |
-1,500
| Closed | -$23.1K | – | 3359 |
|
|
2022
Q4 | $23.1K | Sell |
1,500
-500
| -25% | -$7.7K | ﹤0.01% | 2178 |
|
|
2022
Q3 | $33K | Hold |
2,000
| – | – | ﹤0.01% | 1977 |
|
|
2022
Q2 | $32K | Sell |
2,000
-400
| -17% | -$6.4K | ﹤0.01% | 2002 |
|
|
2022
Q1 | $53K | Buy |
2,400
+2,000
| +500% | +$44.2K | ﹤0.01% | 1883 |
|
|
2021
Q4 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 2592 |
|