United Capital Financial Advisors’s Hercules Capital HTGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $262K | Sell |
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|
2025
Q2 | $268K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $137K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $207K | Sell |
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|
2021
Q3 | $231K | Buy |
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|
2021
Q2 | $183K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $157K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $145K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $953K | Buy |
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