Question 1

How many shares of HRTG does Steward Partners Investment Advisory, LLC own?

Accepted Answer

Steward Partners Investment Advisory, LLC previously held 0 shares of HRTG (HERITAGE INSURANCE HLDGS INC) before exiting the position in 2024-Q3.

Question 2

What is Steward Partners Investment Advisory, LLC's HRTG position worth?

Accepted Answer

Steward Partners Investment Advisory, LLC's HRTG position was last reported at $0 in 2024-Q3 before the exit.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling HRTG?

Accepted Answer

In 2024-Q3, Steward Partners Investment Advisory, LLC exited their HRTG position entirely (-100.0% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy HRTG?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in HRTG in 2023-Q1. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2024-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$15.51	0
2024-Q2	Decreased	250	-69.1%	$1,770	0.0%	$7.08	0
2024-Q1	Decreased	810	-78.0%	$8,627	0.0%	$10.65	0
2023-Q4	Decreased	3,687	-20.9%	$24,039	0.0%	$6.52	0
2023-Q3	Decreased	4,660	-42.1%	$30,243	0.0%	$6.49	0
2023-Q2	Increased	8,045	+22.8%	$30,973	0.0%	$3.81	24
2023-Q1	New	6,550	-	$20,174	0.0%	$2.97	26

HRTG7 quarters

HRTG
7 quarters