Aviance Capital Partners’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 | $715K | Hold |
5,636
| – | – | 0.09% | 185 |
|
|
2025
Q1 | $697K | Hold |
5,636
| – | – | 0.1% | 182 |
|
|
2024
Q4 | $617K | Hold |
5,636
| – | – | 0.09% | 195 |
|
|
2024
Q3 | $663K | Buy |
5,636
+35
| +0.6% | +$4.12K | 0.09% | 200 |
|
|
2024
Q2 | $563K | Buy |
5,601
+2
| +0% | +$201 | 0.08% | 199 |
|
|
2024
Q1 | $577K | Sell |
5,599
-104
| -2% | -$10.7K | 0.09% | 199 |
|
|
2023
Q4 | $458K | Hold |
5,703
| – | – | 0.1% | 177 |
|
|
2023
Q3 | $404K | Hold |
5,703
| – | – | 0.09% | 180 |
|
|
2023
Q2 | $411K | Buy |
5,703
+1,000
| +21% | +$72K | 0.09% | 191 |
|
|
2023
Q1 | $328K | Hold |
4,703
| – | – | 0.07% | 211 |
|
|
2022
Q4 | $357K | Hold |
4,703
| – | – | 0.08% | 203 |
|
|
2022
Q3 | $291K | Hold |
4,703
| – | – | 0.07% | 213 |
|
|
2022
Q2 | $308K | Hold |
4,703
| – | – | 0.07% | 217 |
|
|
2022
Q1 | $338K | Hold |
4,703
| – | – | 0.06% | 207 |
|
|
2021
Q4 | $325K | Hold |
4,703
| – | – | 0.05% | 215 |
|
|
2021
Q3 | $330K | Hold |
4,703
| – | – | 0.06% | 215 |
|
|
2021
Q2 | $291K | Hold |
4,703
| – | – | 0.05% | 223 |
|
|
2021
Q1 | $314K | Hold |
4,703
| – | – | 0.06% | 231 |
|
|
2020
Q4 | $230K | Buy |
+4,703
| New | +$230K | 0.05% | 242 |
|
|
2020
Q1 | – | Sell |
-6,628
| Closed | -$403K | – | 223 |
|
|
2019
Q4 | $403K | Hold |
6,628
| – | – | 0.1% | 178 |
|
|
2019
Q3 | $402K | Sell |
6,628
-50
| -0.7% | -$3.03K | 0.12% | 167 |
|
|
2019
Q2 | $372K | Hold |
6,678
| – | – | 0.1% | 179 |
|
|
2019
Q1 | $332K | Hold |
6,678
| – | – | 0.1% | 176 |
|
|
2018
Q4 | $296K | Hold |
6,678
| – | – | 0.1% | 183 |
|
|
2018
Q3 | $334K | Hold |
6,678
| – | – | 0.08% | 189 |
|
|
2018
Q2 | $341K | Sell |
6,678
-200
| -3% | -$10.2K | 0.1% | 190 |
|
|
2018
Q1 | $354K | Sell |
6,878
-650
| -9% | -$33.5K | 0.11% | 188 |
|
|
2017
Q4 | $424K | Buy |
7,528
+208
| +3% | +$11.7K | 0.14% | 176 |
|
|
2017
Q3 | $406K | Hold |
7,320
| – | – | 0.14% | 170 |
|
|
2017
Q2 | $385K | Buy |
7,320
+370
| +5% | +$19.5K | 0.12% | 174 |
|
|
2017
Q1 | $334K | Buy |
6,950
+450
| +7% | +$21.6K | 0.12% | 172 |
|
|
2016
Q4 | $310K | Hold |
6,500
| – | – | 0.11% | 173 |
|
|
2016
Q3 | $278K | Hold |
6,500
| – | – | 0.1% | 172 |
|
|
2016
Q2 | $288K | Hold |
6,500
| – | – | 0.11% | 172 |
|
|
2016
Q1 | $300K | Sell |
6,500
-200
| -3% | -$9.23K | 0.1% | 155 |
|
|
2015
Q4 | $291K | Sell |
6,700
-13,351
| -67% | -$580K | 0.1% | 160 |
|
|
2015
Q3 | $918K | Sell |
20,051
-498
| -2% | -$22.8K | 0.38% | 84 |
|
|
2015
Q2 | $854K | Buy |
20,549
+3
| +0% | +$125 | 0.32% | 98 |
|
|
2015
Q1 | $859K | Buy |
20,546
+852
| +4% | +$35.6K | 0.31% | 97 |
|
|
2014
Q4 | $821K | Sell |
19,694
-12,754
| -39% | -$532K | 0.31% | 99 |
|
|
2014
Q3 | $1.21M | Sell |
32,448
-196
| -0.6% | -$7.3K | 0.46% | 57 |
|
|
2014
Q2 | $1.17M | Sell |
32,644
-455
| -1% | -$16.3K | 0.46% | 56 |
|
|
2014
Q1 | $1.17M | Sell |
33,099
-20,532
| -38% | -$724K | 0.49% | 53 |
|
|
2013
Q4 | $1.94M | Sell |
53,631
-3,822
| -7% | -$138K | 0.82% | 28 |
|
|
2013
Q3 | $1.79M | Sell |
57,453
-11,830
| -17% | -$368K | 0.84% | 28 |
|
|
2013
Q2 | $2.14M | Buy |
+69,283
| New | +$2.14M | 1.16% | 19 |
|