Atria Investments’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 | $1.46M | Buy |
11,497
+826
| +8% | +$105K | 0.02% | 863 |
|
2025
Q1 | $1.32M | Buy |
10,671
+1,511
| +16% | +$187K | 0.02% | 889 |
|
2024
Q4 | $1M | Sell |
9,160
-1,872
| -17% | -$205K | 0.01% | 984 |
|
2024
Q3 | $1.3M | Sell |
11,032
-2,534
| -19% | -$298K | 0.02% | 851 |
|
2024
Q2 | $1.36M | Buy |
13,566
+683
| +5% | +$68.7K | 0.02% | 793 |
|
2024
Q1 | $1.33M | Buy |
+12,883
| New | +$1.33M | 0.02% | 819 |
|
2023
Q4 | – | Sell |
-17,236
| Closed | -$1.22M | – | 918 |
|
2023
Q3 | $1.22M | Buy |
17,236
+1,063
| +7% | +$75.4K | 0.02% | 758 |
|
2023
Q2 | $1.16M | Buy |
+16,173
| New | +$1.16M | 0.02% | 773 |
|
2020
Q1 | – | Sell |
-9,995
| Closed | -$607K | – | 810 |
|
2019
Q4 | $607K | Buy |
9,995
+6,367
| +175% | +$387K | 0.02% | 715 |
|
2019
Q3 | $220K | Sell |
3,628
-22
| -0.6% | -$1.33K | 0.01% | 815 |
|
2019
Q2 | $213K | Sell |
3,650
-3,793
| -51% | -$221K | 0.01% | 887 |
|
2019
Q1 | $370K | Buy |
+7,443
| New | +$370K | 0.02% | 618 |
|
2017
Q4 | – | Sell |
-5,732
| Closed | -$318K | – | 843 |
|
2017
Q3 | $318K | Buy |
5,732
+1,032
| +22% | +$57.3K | 0.02% | 590 |
|
2017
Q2 | $247K | Buy |
+4,700
| New | +$247K | 0.02% | 632 |
|