West Financial Advisors’s Hercules Capital HTGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$955 Buy
52
+1
+2% +$18 ﹤0.01% 191
2025
Q1
$981 Buy
51
+1
+2% +$19 ﹤0.01% 189
2024
Q4
$1.01K Buy
+50
New +$1.01K ﹤0.01% 186