UBS Group’s Haverty Furniture Companies Class A HVT.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.49K | Hold |
325
| – | – | ﹤0.01% | 7768 |
|
|
2025
Q1 | $6.41K | Hold |
325
| – | – | ﹤0.01% | 7587 |
|
|
2024
Q4 | $7.24K | Buy |
325
+300
| +1,200% | +$6.69K | ﹤0.01% | 7253 |
|
|
2024
Q3 | $678 | Buy |
+25
| New | +$678 | ﹤0.01% | 7631 |
|
|
2024
Q1 | – | Sell |
-7
| Closed | -$243 | – | 8343 |
|
|
2023
Q4 | $243 | Buy |
+7
| New | +$243 | ﹤0.01% | 7562 |
|
|
2023
Q1 | – | Sell |
-632
| Closed | -$18.8K | – | 8701 |
|
|
2022
Q4 | $18.8K | Buy |
632
+2
| +0.3% | +$59 | ﹤0.01% | 6535 |
|
|
2022
Q3 | $16K | Hold |
630
| – | – | ﹤0.01% | 6591 |
|
|
2022
Q2 | $14K | Buy |
630
+249
| +65% | +$5.53K | ﹤0.01% | 6364 |
|
|
2022
Q1 | $10K | Buy |
381
+26
| +7% | +$682 | ﹤0.01% | 7360 |
|
|
2021
Q4 | $10K | Hold |
355
| – | – | ﹤0.01% | 7653 |
|
|
2021
Q3 | $12K | Sell |
355
-329
| -48% | -$11.1K | ﹤0.01% | 6620 |
|
|
2021
Q2 | $29K | Buy |
684
+630
| +1,167% | +$26.7K | ﹤0.01% | 5890 |
|
|
2021
Q1 | $2K | Sell |
54
-4
| -7% | -$148 | ﹤0.01% | 7574 |
|
|
2020
Q4 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 7065 |
|
|
2020
Q3 | – | Sell |
-714
| Closed | -$11K | – | 7218 |
|
|
2020
Q2 | $11K | Sell |
714
-2
| -0.3% | -$31 | ﹤0.01% | 6090 |
|
|
2020
Q1 | $8K | Sell |
716
-4
| -0.6% | -$45 | ﹤0.01% | 6159 |
|
|
2019
Q4 | $15K | Buy |
720
+45
| +7% | +$937 | ﹤0.01% | 5982 |
|
|
2019
Q3 | $13K | Hold |
675
| – | – | ﹤0.01% | 6032 |
|
|
2019
Q2 | $11K | Hold |
675
| – | – | ﹤0.01% | 6138 |
|
|
2019
Q1 | $14K | Hold |
675
| – | – | ﹤0.01% | 5750 |
|
|
2018
Q4 | $12K | Sell |
675
-1
| -0.1% | -$18 | ﹤0.01% | 6212 |
|
|
2018
Q3 | $15K | Hold |
676
| – | – | ﹤0.01% | 6044 |
|
|
2018
Q2 | $15K | Sell |
676
-666
| -50% | -$14.8K | ﹤0.01% | 5969 |
|
|
2018
Q1 | $28K | Buy |
1,342
+297
| +28% | +$6.2K | ﹤0.01% | 5285 |
|
|
2017
Q4 | $24K | Buy |
1,045
+41
| +4% | +$942 | ﹤0.01% | 5441 |
|
|
2017
Q3 | $26K | Buy |
1,004
+240
| +31% | +$6.22K | ﹤0.01% | 5369 |
|
|
2017
Q2 | $18K | Hold |
764
| – | – | ﹤0.01% | 5434 |
|
|
2017
Q1 | $18K | Hold |
764
| – | – | ﹤0.01% | 5287 |
|
|
2016
Q4 | $18K | Sell |
764
-1,022
| -57% | -$24.1K | ﹤0.01% | 5630 |
|
|
2016
Q3 | $35K | Sell |
1,786
-497
| -22% | -$9.74K | ﹤0.01% | 4931 |
|
|
2016
Q2 | $41K | Buy |
2,283
+10
| +0.4% | +$180 | ﹤0.01% | 4809 |
|
|
2016
Q1 | $48K | Buy |
2,273
+199
| +10% | +$4.2K | ﹤0.01% | 4745 |
|
|
2015
Q4 | $44K | Buy |
2,074
+614
| +42% | +$13K | ﹤0.01% | 4843 |
|
|
2015
Q3 | $35K | Sell |
1,460
-1,702
| -54% | -$40.8K | ﹤0.01% | 4983 |
|
|
2015
Q2 | $68K | Sell |
3,162
-1
| -0% | -$22 | ﹤0.01% | 4557 |
|
|
2015
Q1 | $78K | Buy |
3,163
+363
| +13% | +$8.95K | ﹤0.01% | 4339 |
|
|
2014
Q4 | $61K | Buy |
+2,800
| New | +$61K | ﹤0.01% | 4563 |
|