Sowell Financial Services LLC Heritage Insurance Holdings, Inc. Transaction History

Sowell Financial Services LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 05, 2021	SELL	$8.19 - $11.17 $18,697 - $25,501	-2,283 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$9.19 - $11.99 $2,214 - $2,889	241 Added 11.8%	2,283 $20,000
Q4 2020 Jan 13, 2021	SELL	$9.06 - $11.11 $652 - $799	-72 Reduced 3.41%	2,042 $21,000
Q3 2020 Nov 12, 2020	BUY	$10.05 - $13.7 $7,547 - $10,288	751 Added 55.1%	2,114 $21,000
Q2 2020 Aug 13, 2020	BUY	$10.4 - $13.5 $967 - $1,255	93 Added 7.32%	1,363 $18,000
Q1 2020 May 12, 2020	BUY	$9.42 - $13.13 $4,587 - $6,394	487 Added 62.2%	1,270 $14,000
Q4 2019 Feb 07, 2020	BUY	$12.82 - $15.37 $10,038 - $12,034	783 New	783 $10,000

128

16.4M

274K

79.8K

Ticker HRTG
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 26,569,100
Market Cap $325M
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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