Bartlett & Co 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 | $595K | Buy |
4,673
+71
| +2% | +$9.04K | 0.01% | 312 |
|
|
2025
Q1 | $572K | Sell |
4,602
-898
| -16% | -$112K | 0.01% | 310 |
|
|
2024
Q4 | $605K | Hold |
5,500
| – | – | 0.01% | 302 |
|
|
2024
Q3 | $649K | Hold |
5,500
| – | – | 0.01% | 303 |
|
|
2024
Q2 | $556K | Sell |
5,500
-75
| -1% | -$7.58K | 0.01% | 310 |
|
|
2024
Q1 | $577K | Sell |
5,575
-925
| -14% | -$95.8K | 0.01% | 310 |
|
|
2023
Q4 | $526K | Sell |
6,500
-75
| -1% | -$6.07K | 0.01% | 343 |
|
|
2023
Q3 | $469K | Hold |
6,575
| – | – | 0.01% | 346 |
|
|
2023
Q2 | $476K | Buy |
6,575
+6,500
| +8,667% | +$471K | 0.01% | 349 |
|
|
2023
Q1 | $5.26K | Hold |
75
| – | – | ﹤0.01% | 888 |
|
|
2022
Q4 | $5.72K | Hold |
75
| – | – | ﹤0.01% | 899 |
|
|
2022
Q3 | $4.67K | Hold |
75
| – | – | ﹤0.01% | 937 |
|
|
2022
Q2 | $4.94K | Hold |
75
| – | – | ﹤0.01% | 1019 |
|
|
2022
Q1 | $5.42K | Buy |
+75
| New | +$5.42K | ﹤0.01% | 906 |
|
|
2021
Q4 | – | Sell |
-75
| Closed | -$5.3K | – | 598 |
|
|
2021
Q3 | $5.3K | Hold |
75
| – | – | ﹤0.01% | 762 |
|
|
2021
Q2 | $4.67K | Sell |
75
-120
| -62% | -$7.48K | ﹤0.01% | 769 |
|
|
2021
Q1 | $13.1K | Buy |
195
+15
| +8% | +$1.01K | ﹤0.01% | 708 |
|
|
2020
Q4 | $8.88K | Hold |
180
| – | – | ﹤0.01% | 743 |
|
|
2020
Q3 | $6.69K | Buy |
180
+5
| +3% | +$186 | ﹤0.01% | 711 |
|
|
2020
Q2 | $6.77K | Buy |
175
+100
| +133% | +$3.87K | ﹤0.01% | 710 |
|
|
2020
Q1 | $2.67K | Sell |
75
-2,000
| -96% | -$71.1K | ﹤0.01% | 766 |
|
|
2019
Q4 | $128K | Sell |
2,075
-200
| -9% | -$12.3K | ﹤0.01% | 383 |
|
|
2019
Q3 | $138K | Buy |
+2,275
| New | +$138K | ﹤0.01% | 363 |
|
|
2018
Q4 | – | Sell |
-1,025
| Closed | -$51.5K | – | 709 |
|
|
2018
Q3 | $51.5K | Buy |
+1,025
| New | +$51.5K | ﹤0.01% | 434 |
|