Vident Advisory’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Sell |
35,845
-8,375
| -19% | -$84.7K | ﹤0.01% | 1217 |
|
|
2025
Q1 | $400K | Sell |
44,220
-24,748
| -36% | -$224K | 0.01% | 1148 |
|
|
2024
Q4 | $666K | Sell |
68,968
-2,197
| -3% | -$21.2K | 0.01% | 818 |
|
|
2024
Q3 | $724K | Buy |
71,165
+38,638
| +119% | +$393K | 0.02% | 761 |
|
|
2024
Q2 | $338K | Buy |
32,527
+13,503
| +71% | +$140K | 0.01% | 1077 |
|
|
2024
Q1 | $174K | Buy |
19,024
+2,528
| +15% | +$23.1K | ﹤0.01% | 1240 |
|
|
2023
Q4 | $129K | Buy |
16,496
+1,920
| +13% | +$15K | ﹤0.01% | 1264 |
|
|
2023
Q3 | $119K | Buy |
+14,576
| New | +$119K | ﹤0.01% | 1187 |
|