Stifel Financial’s Herc Holdings HRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $613K | Buy |
6,162
+815
| +15% | +$116K | ﹤0.01% | 2742 |
|
|
2025
Q4 | $793K | Sell |
5,347
-860
| -14% | -$118K | ﹤0.01% | 2580 |
|
|
2025
Q3 | $723K | Sell |
6,207
-386
| -6% | -$49.8K | ﹤0.01% | 2588 |
|
|
2025
Q2 | $868K | Buy |
6,593
+4,215
| +177% | +$512K | ﹤0.01% | 2424 |
|
|
2025
Q1 | $319K | Buy |
2,378
+330
| +16% | +$56.2K | ﹤0.01% | 2933 |
|
|
2024
Q4 | $388K | Buy |
2,048
+29
| +1% | +$5.85K | ﹤0.01% | 2825 |
|
|
2024
Q3 | $322K | Buy |
2,019
+80
| +4% | +$11.3K | ﹤0.01% | 2921 |
|
|
2024
Q2 | $258K | Sell |
1,939
-27
| -1% | -$3.99K | ﹤0.01% | 2987 |
|
|
2024
Q1 | $331K | Sell |
1,966
-48
| -2% | -$7.31K | ﹤0.01% | 2857 |
|
|
2023
Q4 | $300K | Sell |
2,014
-633
| -24% | -$77.5K | ﹤0.01% | 2846 |
|
|
2023
Q3 | $315K | Buy |
2,647
+654
| +33% | +$85.3K | ﹤0.01% | 2765 |
|
|
2023
Q2 | $273K | Buy |
+1,993
| New | +$221K | ﹤0.01% | 2880 |
|
|
2022
Q2 | – | Sell |
-2,121
| Closed | -$354K | – | 3389 |
|
|
2022
Q1 | $354K | Sell |
2,121
-64
| -3% | -$10.1K | ﹤0.01% | 2772 |
|
|
2021
Q4 | $342K | Buy |
2,185
+55
| +3% | +$9.71K | ﹤0.01% | 2839 |
|
|
2021
Q3 | $348K | Sell |
2,130
-153
| -7% | -$19.4K | ﹤0.01% | 2807 |
|
|
2021
Q2 | $256K | Buy |
+2,283
| New | +$242K | ﹤0.01% | 3003 |
|
|
2016
Q4 | – | Sell |
-24,658
| Closed | -$833K | – | 2509 |
|
|
2016
Q3 | $833K | Buy |
24,658
+18,643
| +310% | +$626K | ﹤0.01% | 1438 |
|
|
2016
Q2 | $200K | Buy |
+6,015
| New | +$173K | ﹤0.01% | 2255 |
|
|
2016
Q1 | – | Sell |
-4,314
| Closed | -$184K | – | 2301 |
|
|
2015
Q4 | $184K | Buy |
+4,314
| New | +$217K | ﹤0.01% | 2142 |
|
|
2014
Q2 | – | Sell |
-119,545
| Closed | -$9.55M | – | 2225 |
|
|
2014
Q1 | $9.55M | Buy |
+119,545
| New | +$9.64M | 0.09% | 287 |
|
Other funds holding HRI
CCM
VPM
VCM
GI
