B. Riley Wealth 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 | $1.61M | Buy |
+12,711
| New | +$1.61M | 0.08% | 241 |
|
|
2024
Q4 | $1.67M | Sell |
15,238
-1,579
| -9% | -$174K | 0.05% | 314 |
|
|
2024
Q3 | $1.99M | Sell |
16,817
-187
| -1% | -$22.1K | 0.06% | 315 |
|
|
2024
Q2 | $1.72M | Buy |
17,004
+177
| +1% | +$17.9K | 0.04% | 382 |
|
|
2024
Q1 | $1.2M | Buy |
16,827
+68
| +0.4% | +$4.85K | 0.03% | 472 |
|
|
2023
Q4 | $1.35M | Sell |
16,759
-68
| -0.4% | -$5.5K | 0.04% | 448 |
|
|
2023
Q3 | $1.2M | Sell |
16,827
-4,973
| -23% | -$355K | 0.03% | 472 |
|
|
2023
Q2 | $1.58M | Sell |
21,800
-813
| -4% | -$58.8K | 0.04% | 436 |
|
|
2023
Q1 | $1.58M | Sell |
22,613
-4,378
| -16% | -$306K | 0.04% | 414 |
|
|
2022
Q4 | $2.06M | Buy |
26,991
+4,471
| +20% | +$341K | 0.06% | 329 |
|
|
2022
Q3 | $1.4M | Buy |
22,520
+5,567
| +33% | +$345K | 0.04% | 403 |
|
|
2022
Q2 | $1.11M | Sell |
16,953
-395
| -2% | -$25.9K | 0.05% | 389 |
|
|
2022
Q1 | $1.25M | Sell |
17,348
-5,361
| -24% | -$385K | 0.04% | 413 |
|
|
2021
Q4 | $1.57M | Buy |
22,709
+449
| +2% | +$31K | 0.05% | 408 |
|
|
2021
Q3 | $1.52M | Sell |
22,260
-2,238
| -9% | -$153K | 0.05% | 404 |
|
|
2021
Q2 | $1.55M | Buy |
24,498
+6,070
| +33% | +$383K | 0.05% | 399 |
|
|
2021
Q1 | $1.16M | Sell |
18,428
-968
| -5% | -$60.7K | 0.04% | 437 |
|
|
2020
Q4 | $951K | Sell |
19,396
-2,550
| -12% | -$125K | 0.05% | 345 |
|
|
2020
Q3 | $821K | Buy |
21,946
+4,509
| +26% | +$169K | 0.04% | 363 |
|
|
2020
Q2 | $673K | Sell |
17,437
-2,054
| -11% | -$79.3K | 0.05% | 365 |
|
|
2020
Q1 | $687K | Buy |
19,491
+9,719
| +99% | +$343K | 0.06% | 309 |
|
|
2019
Q4 | $595K | Buy |
9,772
+4,684
| +92% | +$285K | 0.05% | 371 |
|
|
2019
Q3 | $309K | Sell |
5,088
-719
| -12% | -$43.7K | 0.03% | 583 |
|
|
2019
Q2 | $324K | Buy |
5,807
+92
| +2% | +$5.13K | 0.04% | 532 |
|
|
2019
Q1 | $285K | Buy |
5,715
+418
| +8% | +$20.8K | 0.04% | 523 |
|
|
2018
Q4 | $236K | Sell |
5,297
-873
| -14% | -$38.9K | 0.03% | 524 |
|
|
2018
Q3 | $309K | Sell |
6,170
-482
| -7% | -$24.1K | 0.04% | 490 |
|
|
2018
Q2 | $341K | Sell |
6,652
-3,484
| -34% | -$179K | 0.05% | 418 |
|
|
2018
Q1 | $523K | Sell |
10,136
-77
| -0.8% | -$3.97K | 0.07% | 300 |
|
|
2017
Q4 | $576K | Sell |
10,213
-448
| -4% | -$25.3K | 0.08% | 281 |
|
|
2017
Q3 | $592K | Sell |
10,661
-118
| -1% | -$6.55K | 0.1% | 227 |
|
|
2017
Q2 | $568K | Sell |
10,779
-193
| -2% | -$10.2K | 0.1% | 228 |
|
|
2017
Q1 | $529K | Buy |
10,972
+845
| +8% | +$40.7K | 0.11% | 225 |
|
|
2016
Q4 | $484K | Buy |
10,127
+1,036
| +11% | +$49.5K | 0.1% | 234 |
|
|
2016
Q3 | $390K | Sell |
9,091
-1,502
| -14% | -$64.4K | 0.08% | 324 |
|
|
2016
Q2 | $471K | Sell |
10,593
-7,299
| -41% | -$325K | 0.09% | 264 |
|
|
2016
Q1 | $567K | Sell |
17,892
-4,672
| -21% | -$148K | 0.13% | 195 |
|
|
2015
Q4 | $981K | Buy |
22,564
+4,811
| +27% | +$209K | 0.2% | 132 |
|
|
2015
Q3 | $814K | Buy |
17,753
+9,373
| +112% | +$430K | 0.2% | 136 |
|
|
2015
Q2 | $350K | Sell |
8,380
-4,154
| -33% | -$173K | 0.09% | 292 |
|
|
2015
Q1 | $525K | Sell |
12,534
-8,345
| -40% | -$350K | 0.13% | 210 |
|
|
2014
Q4 | $4.74K | Buy |
20,879
+10,387
| +99% | +$2.36K | 0.1% | 261 |
|
|
2014
Q3 | $391K | Sell |
10,492
-10,305
| -50% | -$384K | 0.1% | 265 |
|
|
2014
Q2 | $378K | Buy |
20,797
+10,547
| +103% | +$192K | 0.09% | 252 |
|
|
2014
Q1 | $362K | Sell |
10,250
-29
| -0.3% | -$1.02K | 0.11% | 218 |
|
|
2013
Q4 | $372K | Buy |
10,279
+391
| +4% | +$14.2K | 0.12% | 193 |
|
|
2013
Q3 | $308K | Sell |
9,888
-6,792
| -41% | -$212K | 0.11% | 218 |
|
|
2013
Q2 | $516K | Buy |
+16,680
| New | +$516K | 0.18% | 144 |
|