A detailed history of Steward Partners Investment Advisory, LLC transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 250 shares of HRTG stock, worth $2,822. This represents 0.0% of its overall portfolio holdings.

Number of Shares
250
Previous 810 69.14%
Holding current value
$2,822
Previous $8,000 87.5%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

Others Institutions Holding HRTG

About Heritage Insurance Holdings, Inc.


  • Ticker HRTG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Property & Casualty
  • Shares Outstandng 26,569,100
  • Market Cap $300M
  • 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, ...
More about HRTG
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