AE Wealth Management’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
2,508
+105
| +4% | +$13.3K | ﹤0.01% | 1099 |
|
|
2025
Q1 | $297K | Buy |
2,403
+396
| +20% | +$49K | ﹤0.01% | 1088 |
|
|
2024
Q4 | $220K | Sell |
2,007
-15
| -0.7% | -$1.64K | ﹤0.01% | 1235 |
|
|
2024
Q3 | $238K | Buy |
+2,022
| New | +$238K | ﹤0.01% | 1111 |
|
|
2024
Q1 | – | Sell |
-25,964
| Closed | -$2.25M | – | 1508 |
|
|
2023
Q4 | $2.25M | Buy |
25,964
+19,138
| +280% | +$1.66M | 0.01% | 861 |
|
|
2023
Q3 | $484K | Buy |
6,826
+3,625
| +113% | +$257K | ﹤0.01% | 1398 |
|
|
2023
Q2 | $231K | Buy |
3,201
+25
| +0.8% | +$1.8K | ﹤0.01% | 1692 |
|
|
2023
Q1 | $221K | Sell |
3,176
-306
| -9% | -$21.3K | ﹤0.01% | 1689 |
|
|
2022
Q4 | $264K | Buy |
3,482
+74
| +2% | +$5.61K | ﹤0.01% | 1557 |
|
|
2022
Q3 | $211K | Buy |
3,408
+218
| +7% | +$13.5K | ﹤0.01% | 1595 |
|
|
2022
Q2 | $209K | Sell |
3,190
-268
| -8% | -$17.6K | ﹤0.01% | 1576 |
|
|
2022
Q1 | $248K | Buy |
3,458
+101
| +3% | +$7.24K | ﹤0.01% | 1497 |
|
|
2021
Q4 | $232K | Buy |
+3,357
| New | +$232K | ﹤0.01% | 1547 |
|
|
2021
Q2 | – | Sell |
-3,615
| Closed | -$241K | – | 1603 |
|
|
2021
Q1 | $241K | Buy |
+3,615
| New | +$241K | ﹤0.01% | 1333 |
|
|
2020
Q4 | – | Sell |
-7,176
| Closed | -$264K | – | 1368 |
|
|
2020
Q3 | $264K | Buy |
+7,176
| New | +$264K | ﹤0.01% | 1080 |
|
|
2020
Q1 | – | Sell |
-3,351
| Closed | -$204K | – | 1171 |
|
|
2019
Q4 | $204K | Buy |
+3,351
| New | +$204K | ﹤0.01% | 1052 |
|