Cape Investment Advisory’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 | $18K | Buy |
142
+1
| +0.7% | +$127 | 0.01% | 531 |
|
|
2025
Q1 | $17.5K | Buy |
141
+9
| +7% | +$1.12K | 0.01% | 504 |
|
|
2024
Q4 | $14.4K | Buy |
132
+1
| +0.8% | +$109 | 0.01% | 526 |
|
|
2024
Q3 | $15.4K | Buy |
131
+1
| +0.8% | +$117 | 0.01% | 494 |
|
|
2024
Q2 | $13.1K | Hold |
130
| – | – | 0.01% | 484 |
|
|
2024
Q1 | $13.4K | Sell |
130
-244
| -65% | -$25.1K | 0.01% | 491 |
|
|
2023
Q4 | $30.1K | Buy |
374
+245
| +190% | +$19.7K | 0.01% | 452 |
|
|
2023
Q3 | $9.12K | Buy |
129
+1
| +0.8% | +$71 | 0.01% | 566 |
|
|
2023
Q2 | $9.23K | Hold |
128
| – | – | 0.01% | 567 |
|
|
2023
Q1 | $8.89K | Buy |
+128
| New | +$8.89K | 0.01% | 566 |
|