BOK Financial Private Wealth’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 | $775K | Sell |
6,085
-98
| -2% | -$12.5K | 0.05% | 100 |
|
|
2025
Q1 | $768K | Buy |
6,183
+92
| +2% | +$11.4K | 0.06% | 105 |
|
|
2024
Q4 | $670K | Buy |
6,091
+6
| +0.1% | +$660 | 0.05% | 114 |
|
|
2024
Q3 | $719K | Hold |
6,085
| – | – | 0.05% | 116 |
|
|
2024
Q2 | $615K | Hold |
6,085
| – | – | 0.04% | 117 |
|
|
2024
Q1 | $630K | Hold |
6,085
| – | – | 0.05% | 117 |
|
|
2023
Q4 | $492K | Sell |
6,085
-2,734
| -31% | -$221K | 0.04% | 126 |
|
|
2023
Q3 | $629K | Hold |
8,819
| – | – | 0.06% | 113 |
|
|
2023
Q2 | $639K | Hold |
8,819
| – | – | 0.05% | 114 |
|
|
2023
Q1 | $618K | Hold |
8,819
| – | – | 0.05% | 120 |
|
|
2022
Q4 | $672K | Hold |
8,819
| – | – | 0.06% | 117 |
|
|
2022
Q3 | $550K | Hold |
8,819
| – | – | 0.05% | 124 |
|
|
2022
Q2 | $580K | Sell |
8,819
-1,437
| -14% | -$94.5K | 0.05% | 124 |
|
|
2022
Q1 | $736K | Buy |
10,256
+427
| +4% | +$30.6K | 0.05% | 146 |
|
|
2021
Q4 | $679K | Sell |
9,829
-3,504
| -26% | -$242K | 0.05% | 147 |
|
|
2021
Q3 | $937K | Buy |
13,333
+293
| +2% | +$20.6K | 0.07% | 115 |
|
|
2021
Q2 | $808K | Sell |
13,040
-1,542
| -11% | -$95.5K | 0.07% | 118 |
|
|
2021
Q1 | $974K | Sell |
14,582
-3,911
| -21% | -$261K | 0.09% | 101 |
|
|
2020
Q4 | $906K | Sell |
18,493
-4,278
| -19% | -$210K | 0.09% | 99 |
|
|
2020
Q3 | $839K | Sell |
22,771
-57
| -0.2% | -$2.1K | 0.09% | 100 |
|
|
2020
Q2 | $880K | Sell |
22,828
-91
| -0.4% | -$3.51K | 0.09% | 102 |
|
|
2020
Q1 | $808K | Buy |
22,919
+34
| +0.1% | +$1.2K | 0.1% | 105 |
|
|
2019
Q4 | $1.39M | Sell |
22,885
-1,650
| -7% | -$100K | 0.12% | 88 |
|
|
2019
Q3 | $1.49M | Sell |
24,535
-1,818
| -7% | -$110K | 0.21% | 38 |
|
|
2019
Q2 | $1.47M | Buy |
26,353
+176
| +0.7% | +$9.8K | 0.21% | 39 |
|
|
2019
Q1 | $1.3M | Hold |
26,177
| – | – | 0.17% | 40 |
|
|
2018
Q4 | $1.16M | Buy |
26,177
+107
| +0.4% | +$4.76K | 0.16% | 44 |
|
|
2018
Q3 | $1.3M | Hold |
26,070
| – | – | 0.21% | 29 |
|
|
2018
Q2 | $1.33M | Hold |
26,070
| – | – | 0.22% | 28 |
|
|
2018
Q1 | $1.34M | Sell |
26,070
-1,841
| -7% | -$94.8K | 0.22% | 29 |
|
|
2017
Q4 | $1.57M | Hold |
27,911
| – | – | 0.25% | 28 |
|
|
2017
Q3 | $1.55M | Sell |
27,911
-1,898
| -6% | -$105K | 0.25% | 30 |
|
|
2017
Q2 | $1.57M | Hold |
29,809
| – | – | 0.23% | 35 |
|
|
2017
Q1 | $1.43M | Hold |
29,809
| – | – | 0.2% | 39 |
|
|
2016
Q4 | $1.42M | Sell |
29,809
-2,032
| -6% | -$96.8K | 0.22% | 38 |
|
|
2016
Q3 | $1.36M | Buy |
31,841
+1,841
| +6% | +$78.8K | 0.21% | 36 |
|
|
2016
Q2 | $1.33M | Buy |
+30,000
| New | +$1.33M | 0.21% | 36 |
|