Stifel Financial’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $463K | Sell |
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|
2025
Q2 | $467K | Sell |
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|
2025
Q1 | $790K | Sell |
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|
2024
Q4 | $688K | Buy |
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|
2024
Q3 | $675K | Sell |
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|
2024
Q2 | $486K | Sell |
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|
2024
Q1 | $746K | Sell |
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|
2023
Q4 | $471K | Sell |
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|
2023
Q3 | $481K | Sell |
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|
2023
Q2 | $312K | Sell |
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|
2023
Q1 | $260K | Buy |
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|
2022
Q4 | $152K | Sell |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $715K | Buy |
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|
2021
Q4 | $524K | Sell |
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|
2021
Q3 | $969K | Sell |
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|
2021
Q2 | $1.88M | Buy |
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|
2021
Q1 | $1.82M | Buy |
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|
2020
Q4 | $1.17M | Sell |
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|
2020
Q3 | $1.57M | Sell |
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|
2020
Q2 | $2.18M | Sell |
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|
2020
Q1 | $1.84M | Sell |
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|
2019
Q4 | $2.32M | Sell |
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|
2019
Q3 | $3.08M | Sell |
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|
2019
Q2 | $3.35M | Buy |
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|
2019
Q1 | $2.49M | Buy |
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|
2018
Q4 | $1.31M | Sell |
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|
2018
Q3 | $1.38M | Buy |
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|
2018
Q2 | $1.31M | Sell |
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|
2018
Q1 | $1.23M | Sell |
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|
2017
Q4 | $1.46M | Sell |
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|
2017
Q3 | $1.08M | Buy |
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|
2017
Q2 | $772K | Buy |
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