Triumph Capital Management’s Heritage Insurance Holdings HRTG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,172	Closed	-$147K	–	294
2025 Q1	$147K	Buy	10,172 +153	+2%	+$2.21K	0.05%	267
2024 Q4	$121K	Buy	+10,019	New	+$121K	0.04%	269