Carolinas Wealth Consulting’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
Sell
-717
Closed -$88.7K 402
2025
Q1
$88.7K Sell
717
-21
-3% -$2.6K 0.02% 262
2024
Q4
$81K Hold
738
0.02% 287
2024
Q3
$87K Buy
738
+593
+409% +$69.9K 0.02% 286
2024
Q2
$14.5K Buy
145
+1
+0.7% +$100 ﹤0.01% 515
2024
Q1
$14.8K Buy
144
+17
+13% +$1.75K ﹤0.01% 508
2023
Q4
$10.3K Sell
127
-2
-2% -$162 ﹤0.01% 537
2023
Q3
$9.48K Sell
129
-1,346
-91% -$98.9K ﹤0.01% 526
2023
Q2
$107K Sell
1,475
-57
-4% -$4.13K 0.02% 251
2023
Q1
$107K Sell
1,532
-9
-0.6% -$631 0.02% 261
2022
Q4
$118K Sell
1,541
-6
-0.4% -$458 0.03% 240
2022
Q3
$96K Buy
1,547
+6
+0.4% +$372 0.02% 247
2022
Q2
$101K Sell
1,541
-123
-7% -$8.06K 0.03% 243
2022
Q1
$120K Sell
1,664
-102
-6% -$7.36K 0.03% 231
2021
Q4
$123K Buy
1,766
+132
+8% +$9.19K 0.03% 237
2021
Q3
$115K Sell
1,634
-1,234
-43% -$86.8K 0.03% 226
2021
Q2
$179K Buy
2,868
+4
+0.1% +$250 0.04% 183
2021
Q1
$192K Hold
2,864
0.05% 168
2020
Q4
$141K Buy
2,864
+1,737
+154% +$85.5K 0.04% 187
2020
Q3
$42K Buy
+1,127
New +$42K 0.01% 299