Steward Partners Investment Advisory, LLC Heritage Insurance Holdings, Inc. Transaction History

Steward Partners Investment Advisory, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$6.83 - $10.99 $3,824 - $6,154	-560 Reduced 69.14%	250 $1,000
Q1 2024 May 15, 2024	SELL	$5.64 - $10.77 $16,226 - $30,985	-2,877 Reduced 78.03%	810 $8,000
Q4 2023 Feb 12, 2024	SELL	$5.04 - $9.75 $4,903 - $9,486	-973 Reduced 20.88%	3,687 $24,000
Q3 2023 Nov 13, 2023	SELL	$3.89 - $6.49 $13,167 - $21,968	-3,385 Reduced 42.08%	4,660 $30,000
Q2 2023 Aug 14, 2023	BUY	$2.88 - $5.1 $4,305 - $7,624	1,495 Added 22.82%	8,045 $30,000
Q1 2023 May 15, 2023	BUY	$1.85 - $3.81 $12,117 - $24,955	6,550 New	6,550 $20,000

128

16.4M

274K

79.8K

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