SSG
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Summit Securities Group’s Hercules Capital HTGC Stock Holding History

Summit Securities Group’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,000
Closed -$37.6K – 1212
2025
Q4 		$37.6K Buy
2,000
+1,400
+233% +$25.3K 0.01% 676
2025
Q3 		$11.3K Buy
+600
New +$11.5K ﹤0.01% 865
2023
Q2 		– Sell
-300
Closed -$4K – 997
2023
Q1 		$4K Hold
300
– – ﹤0.01% 720
2022
Q4 		$4K Buy
+300
New +$4.08K ﹤0.01% 1087
2015
Q3 		– Sell
-3,600
Closed -$42K – 432
2015
Q2 		$42K Buy
3,600
+2,600
+260% +$33.8K 0.02% 240
2015
Q1 		$13K Buy
+1,000
New +$14.7K 0.01% 267
2014
Q1 		– Sell
-3,800
Closed -$62K – 486
2013
Q4 		$62K Buy
+3,800
New +$61.3K 0.01% 258

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