A detailed history of Sowell Financial Services LLC transactions in Hercules Capital, Inc. stock. As of the latest transaction made, Sowell Financial Services LLC holds 27,432 shares of HTGC stock, worth $580,186. This represents 0.03% of its overall portfolio holdings.

Number of Shares
27,432
Previous 27,418 0.05%
Holding current value
$580,186
Previous $560,000 3.75%
% of portfolio
0.03%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

BUY
$17.71 - $21.67 $247 - $303
14 Added 0.05%
27,432 $539,000
Q2 2024

Aug 13, 2024

BUY
$17.96 - $20.45 $6,070 - $6,912
338 Added 1.25%
27,418 $560,000
Q1 2024

May 03, 2024

BUY
$16.67 - $18.77 $51,076 - $57,511
3,064 Added 12.76%
27,080 $499,000
Q4 2023

Jan 24, 2024

SELL
$15.09 - $16.93 $46,235 - $51,873
-3,064 Reduced 11.31%
24,016 $400,000
Q3 2023

Nov 08, 2023

BUY
$14.86 - $18.02 $683 - $828
46 Added 0.17%
27,080 $444,000
Q2 2023

Aug 14, 2023

BUY
$12.38 - $15.08 $81,064 - $98,743
6,548 Added 31.96%
27,034 $400,000
Q1 2023

May 12, 2023

SELL
$11.56 - $16.24 $33,651 - $47,274
-2,911 Reduced 12.44%
20,486 $264,000
Q4 2022

Feb 09, 2023

BUY
$11.59 - $14.93 $6,872 - $8,853
593 Added 2.6%
23,397 $309,000
Q3 2022

Nov 15, 2022

SELL
$11.45 - $25.47 $400 - $891
-35 Reduced 0.15%
22,804 $264,000
Q2 2022

Aug 15, 2022

BUY
$12.82 - $18.91 $292,795 - $431,885
22,839 New
22,839 $308,000
Q2 2021

Aug 05, 2021

SELL
$15.98 - $17.66 $4,714 - $5,209
-295 Closed
0 $0
Q2 2020

Aug 13, 2020

SELL
$6.64 - $11.83 $3,486 - $6,210
-525 Reduced 64.02%
295 $3,000
Q4 2019

Feb 07, 2020

SELL
$12.98 - $14.44 $129 - $144
-10 Reduced 1.2%
820 $11,000
Q3 2019

Nov 14, 2019

BUY
$12.66 - $13.44 $10,507 - $11,155
830 New
830 $11,000

Others Institutions Holding HTGC

About Hercules Capital, Inc.


  • Ticker HTGC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 127,239,000
  • Market Cap $2.69B
  • Description
  • Hercules Capital, Inc. is a business development company. The firm specializing in providing venture debt, debt, senior secured loans, and growth capital to privately held venture capital-backed companies at all stages of development from startups, to expansion stage including select publicly listed companies and select special opportunity lower...
More about HTGC
Track This Portfolio

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.