Aptus Capital Advisors’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 |
9,449
+1,428
| +18% | +$181K | 0.01% | 486 |
|
|
2025
Q1 | $992K | Buy |
8,021
+3,141
| +64% | +$389K | 0.01% | 507 |
|
|
2024
Q4 | $535K | Buy |
4,880
+1,112
| +30% | +$122K | 0.01% | 609 |
|
|
2024
Q3 | $443K | Buy |
3,768
+353
| +10% | +$41.5K | 0.01% | 568 |
|
|
2024
Q2 | $343K | Buy |
3,415
+333
| +11% | +$33.5K | 0.01% | 583 |
|
|
2024
Q1 | $318K | Buy |
3,082
+591
| +24% | +$60.9K | 0.01% | 609 |
|
|
2023
Q4 | $200K | Sell |
2,491
-548
| -18% | -$44K | 0.01% | 560 |
|
|
2023
Q3 | $215K | Buy |
+3,039
| New | +$215K | 0.01% | 546 |
|
|
2023
Q1 | – | Sell |
-10,472
| Closed | -$794K | – | 832 |
|
|
2022
Q4 | $794K | Buy |
10,472
+1,261
| +14% | +$95.6K | 0.02% | 288 |
|
|
2022
Q3 | $575K | Buy |
+9,211
| New | +$575K | 0.01% | 311 |
|