CastleKeep Investment Advisors’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 | $1.32M | Buy |
+10,431
| New | +$1.32M | 0.65% | 46 |
|
|
2024
Q4 | – | Sell |
-9,141
| Closed | -$1.08M | – | 99 |
|
|
2024
Q3 | $1.08M | Buy |
9,141
+104
| +1% | +$12.2K | 0.73% | 58 |
|
|
2024
Q2 | $909K | Buy |
9,037
+380
| +4% | +$38.2K | 0.7% | 58 |
|
|
2024
Q1 | $892K | Sell |
8,657
-3,309
| -28% | -$341K | 0.64% | 61 |
|
|
2023
Q4 | $962K | Buy |
+11,966
| New | +$962K | 0.68% | 70 |
|