Allworth Financial’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 | $1.2M | Buy |
9,440
+896
| +10% | +$114K | 0.01% | 591 |
|
|
2025
Q1 | $1.02M | Buy |
8,544
+443
| +5% | +$52.8K | 0.01% | 516 |
|
|
2024
Q4 | $904K | Buy |
8,101
+21
| +0.3% | +$2.34K | 0.01% | 557 |
|
|
2024
Q3 | $950K | Sell |
8,080
-3,204
| -28% | -$377K | 0.01% | 441 |
|
|
2024
Q2 | $1.14M | Sell |
11,284
-95
| -0.8% | -$9.61K | 0.01% | 406 |
|
|
2024
Q1 | $1.17M | Sell |
11,379
-188
| -2% | -$19.4K | 0.01% | 391 |
|
|
2023
Q4 | $930K | Sell |
11,567
-726
| -6% | -$58.4K | 0.01% | 420 |
|
|
2023
Q3 | $872K | Buy |
12,293
+567
| +5% | +$40.2K | 0.01% | 394 |
|
|
2023
Q2 | $845K | Sell |
11,726
-4,555
| -28% | -$328K | 0.01% | 407 |
|
|
2023
Q1 | $1.13M | Sell |
16,281
-93
| -0.6% | -$6.48K | 0.01% | 340 |
|
|
2022
Q4 | $1.24M | Buy |
16,374
+289
| +2% | +$21.9K | 0.01% | 317 |
|
|
2022
Q3 | $996K | Buy |
16,085
+254
| +2% | +$15.7K | 0.01% | 328 |
|
|
2022
Q2 | $1.04M | Buy |
15,831
+485
| +3% | +$31.7K | 0.01% | 303 |
|
|
2022
Q1 | $1.1M | Sell |
15,346
-687
| -4% | -$49.3K | 0.01% | 288 |
|
|
2021
Q4 | $1.11M | Sell |
16,033
-116
| -0.7% | -$8.01K | 0.02% | 271 |
|
|
2021
Q3 | $1.13M | Buy |
16,149
+4,735
| +41% | +$332K | 0.02% | 222 |
|
|
2021
Q2 | $707K | Buy |
11,414
+31
| +0.3% | +$1.92K | 0.01% | 221 |
|
|
2021
Q1 | $760K | Buy |
11,383
+42
| +0.4% | +$2.8K | 0.02% | 195 |
|
|
2020
Q4 | $555K | Buy |
11,341
+54
| +0.5% | +$2.64K | 0.01% | 163 |
|
|
2020
Q3 | $416K | Buy |
11,287
+51
| +0.5% | +$1.88K | 0.01% | 169 |
|
|
2020
Q2 | $433K | Buy |
11,236
+60
| +0.5% | +$2.31K | 0.01% | 159 |
|
|
2020
Q1 | $394K | Hold |
11,176
| – | – | 0.01% | 178 |
|
|
2019
Q4 | $679K | Buy |
11,176
+5,000
| +81% | +$304K | 0.02% | 90 |
|
|
2019
Q3 | $374K | Hold |
6,176
| – | – | 0.01% | 115 |
|
|
2019
Q2 | $344K | Hold |
6,176
| – | – | 0.01% | 122 |
|
|
2019
Q1 | $307K | Buy |
6,176
+6,122
| +11,337% | +$304K | 0.01% | 128 |
|
|
2018
Q4 | $2K | Hold |
54
| – | – | ﹤0.01% | 735 |
|
|
2018
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 730 |
|
|
2018
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 718 |
|
|
2018
Q1 | $3K | Hold |
54
| – | – | ﹤0.01% | 656 |
|
|
2017
Q4 | $3K | Hold |
54
| – | – | ﹤0.01% | 629 |
|
|
2017
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 632 |
|
|
2017
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 633 |
|
|
2017
Q1 | $3K | Hold |
54
| – | – | ﹤0.01% | 604 |
|
|
2016
Q4 | $3K | Hold |
54
| – | – | ﹤0.01% | 538 |
|
|
2016
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 588 |
|
|
2016
Q2 | $2K | Hold |
54
| – | – | ﹤0.01% | 539 |
|
|
2016
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 524 |
|
|
2015
Q4 | $2K | Hold |
54
| – | – | ﹤0.01% | 535 |
|
|
2015
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 532 |
|
|
2015
Q2 | $2K | Hold |
54
| – | – | ﹤0.01% | 523 |
|
|
2015
Q1 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 527 |
|