Burney Company’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 | $724K | Hold |
5,710
| – | – | 0.02% | 354 |
|
|
2025
Q1 | $706K | Hold |
5,710
| – | – | 0.03% | 356 |
|
|
2024
Q4 | $625K | Sell |
5,710
-2,885
| -34% | -$316K | 0.02% | 386 |
|
|
2024
Q3 | $1.01M | Sell |
8,595
-1,720
| -17% | -$202K | 0.04% | 323 |
|
|
2024
Q2 | $1.04M | Sell |
10,315
-1,226
| -11% | -$123K | 0.04% | 311 |
|
|
2024
Q1 | $1.19M | Sell |
11,541
-1,059
| -8% | -$109K | 0.05% | 303 |
|
|
2023
Q4 | $1.01M | Buy |
12,600
+164
| +1% | +$13.2K | 0.04% | 327 |
|
|
2023
Q3 | $882K | Sell |
12,436
-89
| -0.7% | -$6.31K | 0.04% | 327 |
|
|
2023
Q2 | $902K | Sell |
12,525
-150
| -1% | -$10.8K | 0.04% | 329 |
|
|
2023
Q1 | $883K | Sell |
12,675
-300
| -2% | -$20.9K | 0.04% | 334 |
|
|
2022
Q4 | $984K | Sell |
12,975
-3,098
| -19% | -$235K | 0.05% | 299 |
|
|
2022
Q3 | $996K | Buy |
16,073
+234
| +1% | +$14.5K | 0.06% | 295 |
|
|
2022
Q2 | $1.04M | Buy |
15,839
+531
| +3% | +$34.7K | 0.05% | 294 |
|
|
2022
Q1 | $1.1M | Sell |
15,308
-107
| -0.7% | -$7.68K | 0.05% | 319 |
|
|
2021
Q4 | $1.06M | Sell |
15,415
-70
| -0.5% | -$4.83K | 0.05% | 316 |
|
|
2021
Q3 | $1.09M | Buy |
15,485
+629
| +4% | +$44.2K | 0.05% | 295 |
|
|
2021
Q2 | $921K | Sell |
14,856
-454
| -3% | -$28.1K | 0.04% | 328 |
|
|
2021
Q1 | $1.02M | Buy |
15,310
+2,781
| +22% | +$186K | 0.05% | 311 |
|
|
2020
Q4 | $614K | Sell |
12,529
-600
| -5% | -$29.4K | 0.03% | 350 |
|
|
2020
Q3 | $484K | Buy |
13,129
+2,414
| +23% | +$89K | 0.03% | 357 |
|
|
2020
Q2 | $413K | Buy |
+10,715
| New | +$413K | 0.03% | 359 |
|