Financial Gravity Asset Management, Inc. Heritage Insurance Holdings, Inc. Transaction History

Financial Gravity Asset Management, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$5.64 - $10.77 $112 - $215	20 New	20 $215,000
Q2 2023 Aug 08, 2023	BUY	$2.88 - $5.1 $11 - $20	4 New	4 $158,000
Q4 2022 Feb 15, 2023	BUY	$1.32 - $2.44 $2 - $4	2 New	2 $77,000
Q1 2020 May 12, 2020	SELL	$9.42 - $13.13 $301 - $420	-32 Closed	0 $0
Q4 2019 Feb 28, 2020	BUY	$12.82 - $15.37 $12 - $15	1 Added 3.23%	32 $13,000
Q1 2019 Apr 19, 2019	SELL	$13.95 - $15.28 $1,241 - $1,359	-89 Reduced 74.17%	31 $0
Q3 2018 Oct 31, 2018	SELL	$14.32 - $17.46 $315 - $384	-22 Reduced 15.49%	120 $2,000
Q2 2018 Aug 14, 2018	SELL	$15.07 - $17.94 $195 - $233	-13 Reduced 8.39%	142 $2,000
Q1 2018 May 23, 2018	BUY	$15.16 - $18.95 $2,349 - $2,937	155 New	155 $2,000

129

16.4M

274K

79.8K

Ticker HRTG
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 26,569,100
Market Cap $311M
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, ...

Get notified when there are updates to the investment portfolio of Financial Gravity Asset Management, Inc., based on Form 13F filings with the SEC.

Stay updated on Financial Gravity Asset Management, Inc. with notifications on news.