HERITAGE INS HLDGS INC

Ticker: HRTG CUSIP: 42727J102 Class: Common Stock

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

Note: Option positions (PUT/CALL) are excluded.

Q4 2023
Shares 50,383 Value ($000) $328 Avg Close $6.89 Range $5.03 - $9.79
Q3 2023
Shares 50,383 Value ($000) $327 Avg Close $4.89 Range $3.82 - $6.70
Q2 2023
Shares 50,383 Value ($000) $194 Avg Close $4.01 Range $2.85 - $5.23
Q1 2023
Shares 50,383 Value ($000) $155 Avg Close $2.60 Range $1.77 - $3.92
Q4 2022
Shares 50,383 Value ($000) $91 Avg Close $1.65 Range $1.12 - $2.51
Q3 2022
Shares 100,707 Value ($000) $228 Avg Close $2.68 Range $2.08 - $3.58
Q2 2022
Shares 100,707 Value ($000) $266 Avg Close $4.26 Range $2.53 - $7.15
Q1 2022
Shares 100,707 Value ($000) $719 Avg Close $6.19 Range $5.30 - $7.37
Q4 2021
Shares 88,707 Value ($000) $522 Avg Close $6.59 Range $5.61 - $7.37
Q3 2021
Shares 88,707 Value ($000) $604 Avg Close $7.20 Range $5.47 - $8.82
Q2 2021
Shares 87,726 Value ($000) $753 Avg Close $9.22 Range $8.12 - $11.29
Q1 2021
Shares 87,726 Value ($000) $972 Avg Close $10.44 Range $9.09 - $12.20
Q4 2020
Shares 121,812 Value ($000) $1,234 Avg Close $10.27 Range $8.96 - $11.26
Q3 2020
Shares 110,812 Value ($000) $1,121 Avg Close $12.36 Range $9.93 - $14.05
Q2 2020
Shares 110,812 Value ($000) $1,451 Avg Close $11.71 Range $9.94 - $13.68
Q1 2020
Shares 110,812 Value ($000) $1,187 Avg Close $11.82 Range $7.50 - $13.32
Q4 2019
Shares 110,812 Value ($000) $1,468 Avg Close $13.74 Range $12.72 - $15.61
Q3 2019
Shares 110,812 Value ($000) $1,657 Avg Close $14.55 Range $12.88 - $16.38
Q2 2019
Shares 110,812 Value ($000) $1,787 Avg Close $14.72 Range $13.22 - $16.06
Q1 2019
Shares 110,812 Value ($000) $1,618 Avg Close $14.78 Range $13.81 - $15.39
Q4 2018
Shares 110,812 Value ($000) $1,631 Avg Close $14.88 Range $12.85 - $16.95
Q3 2018
Shares 110,812 Value ($000) $1,642 Avg Close $15.78 Range $13.95 - $17.90
Q2 2018
Shares 110,812 Value ($000) $1,847 Avg Close $16.49 Range $14.95 - $17.99
Q1 2018
Shares 130,850 Value ($000) $1,984 Avg Close $17.12 Range $15.15 - $19.15