Belpointe Asset 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 | $793K | Buy |
6,252
+481
| +8% | +$61K | 0.03% | 426 |
|
|
2025
Q1 | $714K | Buy |
5,771
+520
| +10% | +$64.3K | 0.04% | 439 |
|
|
2024
Q4 | $610K | Sell |
5,251
-347
| -6% | -$40.3K | 0.04% | 462 |
|
|
2024
Q3 | $658K | Buy |
5,598
+1,562
| +39% | +$184K | 0.04% | 427 |
|
|
2024
Q2 | $406K | Sell |
4,036
-97
| -2% | -$9.75K | 0.03% | 501 |
|
|
2024
Q1 | $426K | Buy |
4,133
+9
| +0.2% | +$928 | 0.03% | 475 |
|
|
2023
Q4 | $332K | Buy |
4,124
+770
| +23% | +$61.9K | 0.03% | 495 |
|
|
2023
Q3 | $238K | Buy |
+3,354
| New | +$238K | 0.02% | 551 |
|
|
2023
Q2 | – | Sell |
-4,508
| Closed | -$314K | – | 1749 |
|
|
2023
Q1 | $314K | Buy |
4,508
+1,422
| +46% | +$99.1K | 0.02% | 733 |
|
|
2022
Q4 | $234K | Buy |
3,086
+563
| +22% | +$42.7K | 0.01% | 825 |
|
|
2022
Q3 | $157K | Buy |
2,523
+179
| +8% | +$11.1K | 0.01% | 942 |
|
|
2022
Q2 | $153K | Sell |
2,344
-244
| -9% | -$15.9K | 0.01% | 934 |
|
|
2022
Q1 | $186K | Buy |
2,588
+123
| +5% | +$8.84K | 0.01% | 939 |
|
|
2021
Q4 | $170K | Sell |
2,465
-2,200
| -47% | -$152K | 0.01% | 957 |
|
|
2021
Q3 | $328K | Buy |
4,665
+1,324
| +40% | +$93.1K | 0.02% | 646 |
|
|
2021
Q2 | $134K | Buy |
3,341
+1,800
| +117% | +$72.2K | 0.01% | 1001 |
|
|
2021
Q1 | $103K | Buy |
+1,541
| New | +$103K | 0.01% | 994 |
|
|
2019
Q4 | – | Sell |
-8,488
| Closed | -$514K | – | 794 |
|
|
2019
Q3 | $514K | Buy |
+8,488
| New | +$514K | 0.08% | 276 |
|