Number of Shares
2.93 Mil
Current Holdings Value*
$53.57 Mil
% of Portfolio
3.07%
Total Estimate Gain
$13.97 Mil
% of Total Estimate Gain
19.12%

Sound Income Strategies, LLC's Hercules Capital Inc Holding Summary

As of 2025-06-30, Sound Income Strategies, LLC held 2.93 Mil shares of Hercules Capital Inc(HTGC), totaling $53.57 Mil. This investment constitutes 3.07% of their stock portfolio, and Sound Income Strategies, LLC now holds 1.67% of the outstanding Hercules Capital Inc(HTGC) stock.

The initial trade took place in 2018Q2. And since then Sound Income Strategies, LLC has made 21 purchases of HTGC, at an average price of $13.84, for a total of 5.28 Mil shares. In addition, there have been 8 sales at an average price of $13.03 for 2.35 Mil shares. Based on historical transaction data and HTGC's current price of $19.26, Sound Income Strategies, LLC's estimated gain on his HTGC holdings is $13.97 Mil, reflecting a 19.12% gain to date.

Sound Income Strategies, LLC HTGC ($19.26) Holding Chart

Sound Income Strategies, LLC HTGC ($19.26) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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