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 |
|