Avantax Planning Partners, Inc. Heritage Insurance Holdings, Inc. Transaction History

Avantax Planning Partners, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 09, 2023	SELL	$1.32 - $2.44 $66,427 - $122,790	-50,324 Reduced 49.97%	50,383 $90,000
Q1 2022 May 09, 2022	BUY	$5.44 - $7.28 $65,280 - $87,360	12,000 Added 13.53%	100,707 $719,000
Q3 2021 Oct 27, 2021	BUY	$5.54 - $8.73 $5,434 - $8,564	981 Added 1.12%	88,707 $604,000
Q1 2021 May 06, 2021	SELL	$9.19 - $11.99 $313,250 - $408,691	-34,086 Reduced 27.98%	87,726 $972,000
Q4 2020 Feb 04, 2021	BUY	$9.06 - $11.11 $99,660 - $122,210	11,000 Added 9.93%	121,812 $1.23 Million
Q2 2018 Aug 13, 2018	SELL	$15.07 - $17.94 $301,972 - $359,481	-20,038 Reduced 15.31%	110,812 $1.85 Million
Q1 2018 May 15, 2018	BUY	$15.16 - $18.95 $1.98 Million - $2.48 Million	130,850 New	130,850 $1.98 Million

128

16.4M

274K

79.8K

Ticker HRTG
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 26,569,100
Market Cap $314M
Description
Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. The company offers personal residential property insurance for single-family homeowners and condominium owners, and rental property insurance in the states of Alabama, California, Connecticut, Delaware, Florida, Georgia, ...

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