Caldwell Trust’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Hold |
1,142
|
|
||||
|
2025
Q1 | $141K | Hold |
1,142
|
|
||||
|
2024
Q4 | $125K | Hold |
1,142
|
|
||||
|
2024
Q3 | $134K | Hold |
1,142
|
|
||||
|
2024
Q2 | $115K | Sell |
1,142
-181
|
|
||||
|
2024
Q1 | $136K | Hold |
1,323
|
|
||||
|
2023
Q4 | $106K | Sell |
1,323
-102
|
|
||||
|
2023
Q3 | $101K | Hold |
1,425
|
|
||||
|
2023
Q2 | $103K | Sell |
1,425
-333
|
|
||||
|
2023
Q1 | $123K | Sell |
1,758
-480
|
|
||||
|
2022
Q4 | $170K | Hold |
2,238
|
|
||||
|
2022
Q3 | $139K | Hold |
2,238
|
|
||||
|
2022
Q2 | $146K | Hold |
2,238
|
|
||||
|
2022
Q1 | $161K | Buy |
2,238
+481
|
|
||||
|
2021
Q4 | $121K | Hold |
1,757
|
|
||||
|
2021
Q3 | $123K | Hold |
1,757
|
|
||||
|
2021
Q2 | $109K | Hold |
1,757
|
|
||||
|
2021
Q1 | $117K | Hold |
1,757
|
|
||||
|
2020
Q4 | $86.1K | Hold |
1,757
|
|
||||
|
2020
Q3 | $64.8K | Hold |
1,757
|
|
||||
|
2020
Q2 | $67.7K | Hold |
1,757
|
|
||||
|
2020
Q1 | $61.9K | Hold |
1,757
|
|
||||
|
2019
Q4 | $107K | Buy |
+1,757
|
|