Aprio 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 | $245K | Buy |
1,931
+191
| +11% | +$24.2K | 0.03% | 344 |
|
|
2025
Q1 | $215K | Buy |
+1,740
| New | +$215K | 0.03% | 346 |
|
|
2023
Q3 | – | Sell |
-7,660
| Closed | -$552K | – | 186 |
|
|
2023
Q2 | $552K | Buy |
7,660
+3,932
| +105% | +$283K | 0.15% | 72 |
|
|
2023
Q1 | $260K | Buy |
3,728
+198
| +6% | +$13.8K | 0.08% | 115 |
|
|
2022
Q4 | $268K | Buy |
3,530
+264
| +8% | +$20K | 0.09% | 93 |
|
|
2022
Q3 | $202K | Sell |
3,266
-31
| -0.9% | -$1.92K | 0.08% | 104 |
|
|
2022
Q2 | $216K | Sell |
3,297
-84
| -2% | -$5.5K | 0.09% | 92 |
|
|
2022
Q1 | $243K | Buy |
+3,381
| New | +$243K | 0.09% | 81 |
|