Aries 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 | $438K | Hold |
3,456
| – | – | 0.11% | 152 |
|
|
2025
Q1 | $428K | Hold |
3,456
| – | – | 0.12% | 151 |
|
|
2024
Q4 | $378K | Hold |
3,456
| – | – | 0.1% | 160 |
|
|
2024
Q3 | $406K | Sell |
3,456
-9
| -0.3% | -$1.06K | 0.11% | 152 |
|
|
2024
Q2 | $348K | Buy |
3,465
+9
| +0.3% | +$905 | 0.11% | 147 |
|
|
2024
Q1 | $356K | Hold |
3,456
| – | – | 0.11% | 147 |
|
|
2023
Q4 | $278K | Hold |
3,456
| – | – | 0.1% | 162 |
|
|
2023
Q3 | $250K | Hold |
3,456
| – | – | 0.1% | 168 |
|
|
2023
Q2 | $249K | Hold |
3,456
| – | – | 0.1% | 166 |
|
|
2023
Q1 | $241K | Hold |
3,456
| – | – | 0.1% | 170 |
|
|
2022
Q4 | $262K | Hold |
3,456
| – | – | 0.11% | 155 |
|
|
2022
Q3 | $250K | Sell |
3,456
-57
| -2% | -$4.12K | 0.11% | 156 |
|
|
2022
Q2 | $230K | Buy |
+3,513
| New | +$230K | 0.1% | 154 |
|
|
2022
Q1 | – | Sell |
-3,513
| Closed | -$243K | – | 132 |
|
|
2021
Q4 | $243K | Hold |
3,513
| – | – | 0.09% | 162 |
|
|
2021
Q3 | $247K | Sell |
3,513
-28
| -0.8% | -$1.97K | 0.1% | 156 |
|
|
2021
Q2 | $219K | Hold |
3,541
| – | – | 0.09% | 164 |
|
|
2021
Q1 | $234K | Buy |
+3,541
| New | +$234K | 0.11% | 152 |
|
|
2020
Q1 | – | Sell |
-3,541
| Closed | -$214K | – | 140 |
|
|
2019
Q4 | $214K | Hold |
3,541
| – | – | 0.13% | 142 |
|
|
2019
Q3 | $208K | Hold |
3,541
| – | – | 0.14% | 141 |
|
|
2019
Q2 | $202K | Buy |
+3,541
| New | +$202K | 0.14% | 149 |
|