Atlas 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 | $953K | Buy |
7,510
+1,067
| +17% | +$135K | 0.12% | 154 |
|
|
2025
Q1 | $797K | Buy |
6,443
+3,140
| +95% | +$389K | 0.1% | 176 |
|
|
2024
Q4 | $361K | Sell |
3,303
-3,280
| -50% | -$359K | 0.05% | 302 |
|
|
2024
Q3 | $774K | Buy |
6,583
+3,705
| +129% | +$436K | 0.12% | 156 |
|
|
2024
Q2 | $289K | Buy |
2,878
+2,762
| +2,381% | +$278K | 0.04% | 324 |
|
|
2024
Q1 | $12K | Hold |
116
| – | – | ﹤0.01% | 703 |
|
|
2023
Q4 | $9.32K | Hold |
116
| – | – | ﹤0.01% | 749 |
|
|
2023
Q3 | $8.23K | Hold |
116
| – | – | ﹤0.01% | 724 |
|
|
2023
Q2 | $8.35K | Hold |
116
| – | – | ﹤0.01% | 751 |
|
|
2023
Q1 | $8.08K | Sell |
116
-46
| -28% | -$3.21K | ﹤0.01% | 756 |
|
|
2022
Q4 | $12.3K | Hold |
162
| – | – | ﹤0.01% | 712 |
|
|
2022
Q3 | $10K | Hold |
162
| – | – | ﹤0.01% | 718 |
|
|
2022
Q2 | $10.6K | Buy |
162
+96
| +145% | +$6.28K | ﹤0.01% | 752 |
|
|
2022
Q1 | $4.74K | Buy |
66
+46
| +230% | +$3.3K | ﹤0.01% | 799 |
|
|
2021
Q4 | $1.38K | Hold |
20
| – | – | ﹤0.01% | 865 |
|
|
2021
Q3 | $1.41K | Hold |
20
| – | – | ﹤0.01% | 878 |
|
|
2021
Q2 | $1.24K | Buy |
+20
| New | +$1.24K | ﹤0.01% | 891 |
|
|
2020
Q2 | – | Sell |
-477
| Closed | -$16.8K | – | 701 |
|
|
2020
Q1 | $16.8K | Sell |
477
-2,163
| -82% | -$76.2K | 0.01% | 543 |
|
|
2019
Q4 | $160K | Buy |
2,640
+2,528
| +2,257% | +$154K | 0.04% | 343 |
|
|
2019
Q3 | $6.79K | Hold |
112
| – | – | ﹤0.01% | 594 |
|
|
2019
Q2 | $6.24K | Sell |
112
-185
| -62% | -$10.3K | ﹤0.01% | 617 |
|
|
2019
Q1 | $5.57K | Buy |
297
+185
| +165% | +$3.47K | ﹤0.01% | 543 |
|
|
2018
Q4 | $4.98K | Hold |
112
| – | – | ﹤0.01% | 544 |
|
|
2018
Q3 | $5.51K | Hold |
112
| – | – | ﹤0.01% | 524 |
|
|
2018
Q2 | $5.97K | Hold |
112
| – | – | ﹤0.01% | 488 |
|
|
2018
Q1 | $5.77K | Buy |
+112
| New | +$5.77K | ﹤0.01% | 499 |
|