Avior 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 | $321K | Buy |
2,531
+2,326
| +1,135% | +$295K | 0.01% | 551 |
|
|
2025
Q1 | $25.4K | Sell |
205
-2,337
| -92% | -$289K | ﹤0.01% | 718 |
|
|
2024
Q4 | $278K | Sell |
2,542
-651
| -20% | -$71.2K | 0.01% | 606 |
|
|
2024
Q3 | $376K | Buy |
3,193
+5
| +0.2% | +$588 | 0.02% | 528 |
|
|
2024
Q2 | $321K | Sell |
3,188
-1,013
| -24% | -$102K | 0.01% | 556 |
|
|
2024
Q1 | $433K | Buy |
4,201
+427
| +11% | +$44K | 0.02% | 492 |
|
|
2023
Q4 | $303K | Buy |
3,774
+58
| +2% | +$4.66K | 0.02% | 445 |
|
|
2023
Q3 | $264K | Hold |
3,716
| – | – | 0.02% | 471 |
|
|
2023
Q2 | $268K | Sell |
3,716
-770
| -17% | -$55.5K | 0.02% | 466 |
|
|
2023
Q1 | $313K | Buy |
4,486
+30
| +0.7% | +$2.09K | 0.02% | 443 |
|
|
2022
Q4 | $338K | Hold |
4,456
| – | – | 0.03% | 383 |
|
|
2022
Q3 | $276K | Hold |
4,456
| – | – | 0.02% | 394 |
|
|
2022
Q2 | $291K | Hold |
4,456
| – | – | 0.03% | 360 |
|
|
2022
Q1 | $319K | Hold |
4,456
| – | – | 0.03% | 373 |
|
|
2021
Q4 | $307K | Hold |
4,456
| – | – | 0.03% | 388 |
|
|
2021
Q3 | $313K | Sell |
4,456
-317
| -7% | -$22.3K | 0.03% | 375 |
|
|
2021
Q2 | $295K | Buy |
4,773
+222
| +5% | +$13.7K | 0.03% | 368 |
|
|
2021
Q1 | $303K | Sell |
4,551
-1,143
| -20% | -$76.1K | 0.03% | 358 |
|
|
2020
Q4 | $277K | Buy |
5,694
+20
| +0.4% | +$973 | 0.03% | 355 |
|
|
2020
Q3 | $209K | Sell |
5,674
-1,377
| -20% | -$50.7K | 0.03% | 367 |
|
|
2020
Q2 | $271K | Buy |
7,051
+1,629
| +30% | +$62.6K | 0.04% | 345 |
|
|
2020
Q1 | $191K | Hold |
5,422
| – | – | 0.04% | 351 |
|
|
2019
Q4 | $329K | Hold |
5,422
| – | – | 0.05% | 306 |
|
|
2019
Q3 | $328K | Hold |
5,422
| – | – | 0.06% | 282 |
|
|
2019
Q2 | $302K | Hold |
5,422
| – | – | 0.05% | 295 |
|
|
2019
Q1 | $269K | Buy |
+5,422
| New | +$269K | 0.06% | 299 |
|