Capital Advisors Ltd’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 | $4K | Hold |
31
| – | – | ﹤0.01% | 963 |
|
|
2025
Q1 | $4K | Sell |
31
-10
| -24% | -$1.29K | ﹤0.01% | 952 |
|
|
2024
Q4 | $4K | Buy |
41
+11
| +37% | +$1.07K | ﹤0.01% | 965 |
|
|
2024
Q3 | $4K | Sell |
30
-2
| -6% | -$267 | ﹤0.01% | 956 |
|
|
2024
Q2 | $3K | Sell |
32
-3
| -9% | -$281 | ﹤0.01% | 990 |
|
|
2024
Q1 | $4K | Buy |
35
+9
| +35% | +$1.03K | ﹤0.01% | 915 |
|
|
2023
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 1025 |
|
|
2023
Q3 | $2K | Sell |
26
-1
| -4% | -$77 | ﹤0.01% | 1011 |
|
|
2023
Q2 | $2K | Sell |
27
-13
| -33% | -$963 | ﹤0.01% | 1021 |
|
|
2023
Q1 | $3K | Buy |
40
+6
| +18% | +$450 | ﹤0.01% | 811 |
|
|
2022
Q4 | $3K | Buy |
34
+16
| +89% | +$1.41K | ﹤0.01% | 768 |
|
|
2022
Q3 | $1K | Buy |
18
+3
| +20% | +$167 | ﹤0.01% | 1027 |
|
|
2022
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 799 |
|
|
2022
Q1 | – | Sell |
-8
| Closed | -$1K | – | 1037 |
|
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 678 |
|
|
2021
Q1 | – | Sell |
-198
| Closed | -$10K | – | 479 |
|
|
2020
Q4 | $10K | Hold |
198
| – | – | ﹤0.01% | 384 |
|
|
2020
Q3 | $7K | Hold |
198
| – | – | ﹤0.01% | 398 |
|
|
2020
Q2 | $8K | Hold |
198
| – | – | ﹤0.01% | 383 |
|
|
2020
Q1 | $7K | Hold |
198
| – | – | ﹤0.01% | 388 |
|
|
2019
Q4 | $12K | Hold |
198
| – | – | ﹤0.01% | 340 |
|
|
2019
Q3 | $12K | Hold |
198
| – | – | ﹤0.01% | 337 |
|
|
2019
Q2 | $11K | Hold |
198
| – | – | ﹤0.01% | 377 |
|
|
2019
Q1 | $10K | Sell |
198
-220
| -53% | -$11.1K | ﹤0.01% | 370 |
|
|
2018
Q4 | $19K | Hold |
418
| – | – | 0.01% | 340 |
|
|
2018
Q3 | $21K | Buy |
418
+198
| +90% | +$9.95K | 0.01% | 358 |
|
|
2018
Q2 | $11K | Hold |
220
| – | – | ﹤0.01% | 322 |
|
|
2018
Q1 | $11K | Hold |
220
| – | – | ﹤0.01% | 317 |
|
|
2017
Q4 | $12K | Hold |
220
| – | – | ﹤0.01% | 314 |
|
|
2017
Q3 | $12K | Hold |
220
| – | – | ﹤0.01% | 314 |
|
|
2017
Q2 | $12K | Hold |
220
| – | – | ﹤0.01% | 317 |
|
|
2017
Q1 | $11K | Hold |
220
| – | – | ﹤0.01% | 299 |
|
|
2016
Q4 | $10K | Hold |
220
| – | – | ﹤0.01% | 296 |
|
|
2016
Q3 | $9K | Hold |
220
| – | – | ﹤0.01% | 298 |
|
|
2016
Q2 | $10K | Hold |
220
| – | – | ﹤0.01% | 277 |
|
|
2016
Q1 | $10K | Hold |
220
| – | – | 0.01% | 269 |
|
|
2015
Q4 | $10K | Hold |
220
| – | – | 0.01% | 260 |
|
|
2015
Q3 | $10K | Hold |
220
| – | – | 0.01% | 254 |
|
|
2015
Q2 | $9K | Hold |
220
| – | – | ﹤0.01% | 285 |
|
|
2015
Q1 | $9K | Hold |
220
| – | – | ﹤0.01% | 268 |
|
|
2014
Q4 | $9K | Buy |
220
+1
| +0.5% | +$41 | ﹤0.01% | 259 |
|
|
2014
Q3 | $8K | Sell |
219
-1
| -0.5% | -$37 | ﹤0.01% | 266 |
|
|
2014
Q2 | $8K | Hold |
220
| – | – | ﹤0.01% | 280 |
|
|
2014
Q1 | $8K | Hold |
220
| – | – | ﹤0.01% | 285 |
|
|
2013
Q4 | $8K | Buy |
+220
| New | +$8K | 0.01% | 250 |
|